zfin/src/tui/history_tab.zig

1287 lines
46 KiB
Zig

//! TUI history tab — portfolio value timeline + compare-mode overlay.
//!
//! Timeline layout (top-to-bottom):
//! 1. Rolling-windows block for the focused metric
//! (1D / 1W / 1M / YTD / 1Y / 3Y / 5Y / 10Y / All-time)
//! 2. Braille timeline chart for the focused metric
//! 3. "Recent snapshots" table: Liquid | Illiquid | Net Worth with
//! per-row Δ vs. previous row. Newest-first. Row colored by the
//! focused-metric delta.
//!
//! Compare mode overrides the entire output with a `CompareView`
//! render when two rows have been selected (via `s` / space) and
//! confirmed via `c`. Esc or another `c` returns to timeline.
//!
//! Selection UX:
//! - `s` / space — toggle selection of the row under the cursor.
//! Up to two rows can be selected; a third attempt is rejected
//! with a status hint.
//! - `c` — run compare if exactly two rows are selected; otherwise
//! status hint.
//! - Esc — exit compare view if active, else clear pending selections.
//!
//! The "today (live)" pseudo-row is conditional: it appears as the
//! newest row when `app.portfolio_summary` and `app.prefetched_prices`
//! are populated. When present, `history_cursor = 0` points at it.
//!
//! Consumes `src/analytics/timeline.zig` (pure compute) and
//! `src/history.zig` (snapshot IO). Compare composition is delegated
//! to `src/compare.zig`; compare rendering to `src/views/compare.zig`.
//!
//! Keybinds:
//! - `m` cycles chart metric (`history_metric_next`)
//! - `t` cycles resolution (`history_resolution_next`)
//! - `s` / space / `c` / Esc — compare (intercepted in `tui.zig`
//! before matchAction, see `handleCompareKey` below)
const std = @import("std");
const vaxis = @import("vaxis");
const zfin = @import("../root.zig");
const fmt = @import("../format.zig");
const theme = @import("theme.zig");
const tui = @import("../tui.zig");
const history_io = @import("../history.zig");
const timeline = @import("../analytics/timeline.zig");
const view = @import("../views/history.zig");
const compare_core = @import("../compare.zig");
const compare_view = @import("../views/compare.zig");
const App = tui.App;
const StyledLine = tui.StyledLine;
// ── Data loading ──────────────────────────────────────────────
pub fn loadData(app: *App) void {
app.history_loaded = true;
freeLoaded(app);
const portfolio_path = app.portfolio_path orelse {
app.setStatus("History tab requires a loaded portfolio");
return;
};
app.history_timeline = history_io.loadTimeline(app.allocator, portfolio_path) catch {
app.setStatus("Failed to read history/ directory");
return;
};
if (app.history_timeline.?.loaded.snapshots.len == 0) {
freeLoaded(app);
app.setStatus("No snapshots in history/ (run: zfin snapshot)");
}
}
/// Release the loaded timeline (if any).
pub fn freeLoaded(app: *App) void {
if (app.history_timeline) |*tl| {
tl.deinit();
app.history_timeline = null;
}
clearCompareView(app);
}
/// Clear the compare-view state (selections are preserved).
fn clearCompareView(app: *App) void {
if (app.history_compare_view) |*cv| {
cv.deinit(app.allocator);
app.history_compare_view = null;
}
if (app.history_compare_resources) |*res| {
res.deinit(app.allocator);
app.history_compare_resources = null;
}
}
/// Cycle the displayed metric: liquid → illiquid → net_worth → liquid.
pub fn cycleMetric(app: *App) void {
app.history_metric = switch (app.history_metric) {
.liquid => .illiquid,
.illiquid => .net_worth,
.net_worth => .liquid,
};
}
/// Cycle resolution: auto → daily → weekly → monthly → auto.
pub fn cycleResolution(app: *App) void {
app.history_resolution = switch (app.history_resolution orelse {
app.history_resolution = .daily;
return;
}) {
.daily => .weekly,
.weekly => .monthly,
.monthly => null, // back to auto
};
}
// ── Compare selection model ──────────────────────────────────
/// Returns the number of currently selected rows (0, 1, or 2).
fn selectionCount(app: *const App) usize {
var n: usize = 0;
for (app.history_selections) |s| {
if (s != null) n += 1;
}
return n;
}
/// Returns true if row `idx` is currently selected.
fn isSelected(app: *const App, idx: usize) bool {
for (app.history_selections) |s| {
if (s) |v| if (v == idx) return true;
}
return false;
}
/// Toggle selection of row `idx`. With two already selected and this
/// row isn't one of them, sets a status hint and leaves state alone.
fn toggleSelection(app: *App, idx: usize) void {
// Already selected? Remove.
for (&app.history_selections) |*slot| {
if (slot.*) |v| {
if (v == idx) {
slot.* = null;
setSelectionStatus(app);
return;
}
}
}
// Find an empty slot.
for (&app.history_selections) |*slot| {
if (slot.* == null) {
slot.* = idx;
setSelectionStatus(app);
return;
}
}
// Both full, and this row isn't one of them.
app.setStatus("Two rows already selected — 's' on a selected row to deselect, or 'c' to compare");
}
/// Clear all selections.
fn clearSelections(app: *App) void {
app.history_selections = .{ null, null };
}
fn setSelectionStatus(app: *App) void {
const n = selectionCount(app);
switch (n) {
0 => app.setStatus(""),
1 => app.setStatus("Selected 1 row — select one more + press 'c' to compare"),
2 => app.setStatus("Selected 2 rows — press 'c' to compare"),
else => unreachable,
}
}
/// Public entry for the `compare_select` action dispatched via
/// matchAction. Internally delegates to the same toggle function the
/// intercept uses.
pub fn toggleSelectionAt(app: *App, idx: usize) void {
toggleSelection(app, idx);
}
/// Public entry for the `compare_commit` action.
pub fn commitCompareExternal(app: *App) void {
commitCompare(app);
}
/// Public entry for the `compare_cancel` action or internal Esc path:
/// clear selections and any active compare view.
pub fn clearCompareState(app: *App) void {
clearCompareView(app);
clearSelections(app);
app.setStatus("");
}
// ── Compare commit ───────────────────────────────────────────
/// Attempt to run compare. Called when the user presses `c`.
/// No-ops (with status hint) if the selection set isn't exactly 2.
fn commitCompare(app: *App) void {
const sel_count = selectionCount(app);
if (sel_count < 2) {
if (sel_count == 0) {
app.setStatus("Select two rows with 's' (or space), then press 'c' to compare");
} else {
app.setStatus("Select one more row with 's' (or space), then press 'c' to compare");
}
return;
}
// At this point both slots are filled.
const sel_a = app.history_selections[0].?;
const sel_b = app.history_selections[1].?;
if (sel_a == sel_b) {
// Shouldn't happen via toggle logic, but guard anyway.
app.setStatus("Selected rows are the same — clear one and reselect");
return;
}
buildCompareFromSelections(app, sel_a, sel_b) catch |err| {
var msg_buf: [128]u8 = undefined;
const msg = std.fmt.bufPrint(&msg_buf, "Compare failed: {s}", .{@errorName(err)}) catch "Compare failed";
app.setStatus(msg);
clearCompareView(app);
};
}
/// Build + stash the compare view from two selected row indices.
fn buildCompareFromSelections(app: *App, sel_a: usize, sel_b: usize) !void {
// Resolve each row-index into its date and source (live vs
// snapshot). This requires re-computing the table row list the
// way the renderer does — shared helper keeps the two paths in
// sync.
var arena_state = std.heap.ArenaAllocator.init(app.allocator);
defer arena_state.deinit();
const arena = arena_state.allocator();
const rows = try collectTableRows(arena, app);
if (rows.len == 0 or sel_a >= rows.len or sel_b >= rows.len) {
app.setStatus("Stale selection — please re-select");
clearSelections(app);
return;
}
const row_a = rows[sel_a];
const row_b = rows[sel_b];
// Order: older → newer.
const older = if (row_a.date.days < row_b.date.days) row_a else row_b;
const newer = if (row_a.date.days < row_b.date.days) row_b else row_a;
// Build up the resources + maps for each side.
var resources: tui.HistoryCompareResources = .{};
errdefer resources.deinit(app.allocator);
const portfolio_path = app.portfolio_path orelse {
app.setStatus("No portfolio loaded — can't build compare");
return error.PortfolioLoadFailed;
};
const hist_dir = try history_io.deriveHistoryDir(app.allocator, portfolio_path);
defer app.allocator.free(hist_dir);
// SAFETY: assigned in both branches of the `if (older.is_live)`
// below before first read (via `then_map_ptr.*` when passed to
// buildCompareView).
var then_map_ptr: *compare_view.HoldingMap = undefined;
var then_liquid: f64 = 0;
// "Then" side.
if (older.is_live) {
var map: compare_view.HoldingMap = .init(app.allocator);
errdefer map.deinit();
try aggregateFromSummary(app.portfolio_summary.?, &map);
resources.then_live_map = map;
then_map_ptr = &resources.then_live_map.?;
then_liquid = liveLiquid(app);
} else {
const side = try compare_core.loadSnapshotSide(app.allocator, hist_dir, older.date);
resources.then_snap = side;
then_map_ptr = &resources.then_snap.?.map;
then_liquid = side.liquid;
}
// SAFETY: assigned in both branches of the `if (newer.is_live)`
// below before first read.
var now_map_ptr: *compare_view.HoldingMap = undefined;
var now_liquid: f64 = 0;
if (newer.is_live) {
var map: compare_view.HoldingMap = .init(app.allocator);
errdefer map.deinit();
try aggregateFromSummary(app.portfolio_summary.?, &map);
resources.now_live_map = map;
now_map_ptr = &resources.now_live_map.?;
now_liquid = liveLiquid(app);
} else {
const side = try compare_core.loadSnapshotSide(app.allocator, hist_dir, newer.date);
resources.now_snap = side;
now_map_ptr = &resources.now_snap.?.map;
now_liquid = side.liquid;
}
// "now is live" only when the NEWER endpoint is the live row.
const now_is_live = newer.is_live;
const cv = try compare_view.buildCompareView(
app.allocator,
older.date,
newer.date,
now_is_live,
then_liquid,
now_liquid,
then_map_ptr,
now_map_ptr,
);
// No error paths between here and install, so no errdefer needed.
// If buildCompareView returned Ok, we own cv's backing memory
// (allocated inside buildCompareView) and pass ownership to the App.
// Commit: install both onto the App. From this point onwards the
// App owns them and clearCompareView handles teardown.
clearCompareView(app);
app.history_compare_view = cv;
app.history_compare_resources = resources;
app.setStatus("Comparing — Esc or 'c' to return to timeline");
}
fn liveLiquid(app: *const App) f64 {
if (app.portfolio_summary) |s| return s.total_value;
return 0;
}
/// Aggregate the live portfolio's per-symbol holdings from the
/// already-computed `PortfolioSummary.allocations`.
///
/// We derive the post-`price_ratio` per-share price from
/// `market_value / shares` rather than reading raw prices + applying
/// ratio ourselves. This matches the snapshot aggregation (which
/// stores post-ratio prices in its lot rows) and keeps the two
/// endpoints apples-to-apples. Edge case: covered-call adjustments
/// (`adjustForCoveredCalls`) skew the derived per-share price
/// slightly for symbols with ITM sold calls; matches the CLI behavior
/// and is acceptable.
fn aggregateFromSummary(
summary: zfin.valuation.PortfolioSummary,
out: *compare_view.HoldingMap,
) !void {
for (summary.allocations) |a| {
if (a.shares == 0) continue;
const price = a.market_value / a.shares;
try out.put(a.symbol, .{ .shares = a.shares, .price = price });
}
}
// ── Compare key handler (intercepted from tui.zig) ───────────
/// Intercepted before `matchAction` runs when the active tab is
/// history. Returns true if the key was consumed.
pub fn handleCompareKey(app: *App, ctx: *vaxis.vxfw.EventContext, key: vaxis.Key) bool {
// Escape: exit compare view, or clear selections.
if (key.codepoint == vaxis.Key.escape) {
if (app.history_compare_view != null) {
clearCompareView(app);
clearSelections(app);
app.setStatus("");
ctx.consumeAndRedraw();
return true;
}
if (selectionCount(app) > 0) {
clearSelections(app);
app.setStatus("");
ctx.consumeAndRedraw();
return true;
}
return false;
}
// 's' or space: toggle selection on the cursor row.
if (key.matches('s', .{}) or key.matches(vaxis.Key.space, .{})) {
// Disabled while the compare view is up — Esc to return first.
if (app.history_compare_view != null) return false;
if (app.history_table_row_count == 0) return false;
toggleSelection(app, app.history_cursor);
ctx.consumeAndRedraw();
return true;
}
// 'c': commit compare, or exit compare view if already active.
if (key.matches('c', .{})) {
if (app.history_compare_view != null) {
clearCompareView(app);
clearSelections(app);
app.setStatus("");
ctx.consumeAndRedraw();
return true;
}
commitCompare(app);
ctx.consumeAndRedraw();
return true;
}
return false;
}
// ── Table row model ──────────────────────────────────────────
/// One row in the rendered recent-snapshots table.
///
/// `is_live` is true for the synthesized "today (live)" pseudo-row
/// at index 0 when the TUI has portfolio-summary state loaded. All
/// other rows correspond to real snapshots, one per `RowDelta`.
pub const TableRow = struct {
date: zfin.Date,
is_live: bool,
liquid: f64,
illiquid: f64,
net_worth: f64,
d_liquid: ?f64,
d_illiquid: ?f64,
d_net_worth: ?f64,
};
/// Build the list of table rows in display order (newest-first).
///
/// Row 0 is the live pseudo-row if available, followed by all snapshot
/// rows from newest to oldest. The `RowDelta` slice from
/// `computeRowDeltas` is oldest-first; we reverse it and optionally
/// prepend the live row.
pub fn collectTableRows(arena: std.mem.Allocator, app: *const App) ![]TableRow {
const timeline_opt = app.history_timeline;
if (timeline_opt == null) return &.{};
const series = timeline_opt.?.series;
if (series.points.len == 0) return &.{};
const resolution = app.history_resolution orelse timeline.selectResolution(series.points);
const aggregated = try timeline.aggregatePoints(arena, series.points, resolution);
const deltas = try timeline.computeRowDeltas(arena, aggregated);
// Decide whether to prepend a live pseudo-row. Requires both a
// portfolio (for illiquid) and a summary (for liquid total).
const live_opt = buildLiveRow(app, deltas);
var list: std.ArrayList(TableRow) = .empty;
try list.ensureTotalCapacity(arena, deltas.len + (if (live_opt == null) @as(usize, 0) else @as(usize, 1)));
if (live_opt) |live| try list.append(arena, live);
// deltas is oldest-first; emit newest-first.
var i: usize = deltas.len;
while (i > 0) {
i -= 1;
const d = deltas[i];
try list.append(arena, .{
.date = d.date,
.is_live = false,
.liquid = d.liquid,
.illiquid = d.illiquid,
.net_worth = d.net_worth,
.d_liquid = d.d_liquid,
.d_illiquid = d.d_illiquid,
.d_net_worth = d.d_net_worth,
});
}
return list.toOwnedSlice(arena);
}
/// Build the synthetic "today (live)" row from App state, or return
/// null if the required state isn't populated.
///
/// Deltas are computed against the newest snapshot in `deltas` (which
/// is index `deltas.len - 1` — deltas is oldest-first).
fn buildLiveRow(app: *const App, deltas: []const timeline.RowDelta) ?TableRow {
if (app.portfolio == null) return null;
const summary = app.portfolio_summary orelse return null;
const liquid = summary.total_value;
const illiquid = app.portfolio.?.totalIlliquid();
const net_worth = liquid + illiquid;
// Deltas vs. the most recent snapshot.
var d_liquid: ?f64 = null;
var d_illiquid: ?f64 = null;
var d_net_worth: ?f64 = null;
if (deltas.len > 0) {
const newest = deltas[deltas.len - 1];
d_liquid = liquid - newest.liquid;
d_illiquid = illiquid - newest.illiquid;
d_net_worth = net_worth - newest.net_worth;
}
return .{
.date = fmt.todayDate(),
.is_live = true,
.liquid = liquid,
.illiquid = illiquid,
.net_worth = net_worth,
.d_liquid = d_liquid,
.d_illiquid = d_illiquid,
.d_net_worth = d_net_worth,
};
}
// ── Rendering ─────────────────────────────────────────────────
pub fn buildStyledLines(app: *App, arena: std.mem.Allocator) ![]const StyledLine {
// Compare mode short-circuits the timeline render.
if (app.history_compare_view) |cv| {
// Compare view doesn't populate table metadata; reset so the
// cursor state remains sensible if the user exits back.
return renderCompareLines(arena, app.theme, cv);
}
const rows = try collectTableRows(arena, app);
const result = try renderHistoryLinesFull(
arena,
app.theme,
if (app.history_timeline) |tl| tl.series else null,
app.history_metric,
app.history_resolution,
rows,
app.history_cursor,
app.history_selections,
);
// Stash table metadata on the App for the event handler's cursor-
// visibility logic.
app.history_table_first_line = result.table_first_line;
app.history_table_row_count = result.table_row_count;
// Clamp cursor in case the row count shrank since the last press
// (shouldn't happen often but guards against subtle off-by-ones).
if (result.table_row_count == 0) {
app.history_cursor = 0;
} else if (app.history_cursor >= result.table_row_count) {
app.history_cursor = result.table_row_count - 1;
}
return result.lines;
}
/// Thin wrapper so existing tests calling `renderHistoryLines`
/// continue to pass: no cursor, no selections, no live row, no
/// metadata. Internal callers should prefer `renderHistoryLinesFull`.
pub fn renderHistoryLines(
arena: std.mem.Allocator,
th: theme.Theme,
series_opt: ?timeline.TimelineSeries,
focus_metric: timeline.Metric,
resolution_override: ?timeline.Resolution,
) ![]const StyledLine {
const rows = try rowsFromSeries(arena, series_opt, resolution_override);
const result = try renderHistoryLinesFull(
arena,
th,
series_opt,
focus_metric,
resolution_override,
rows,
0,
.{ null, null },
);
return result.lines;
}
fn rowsFromSeries(
arena: std.mem.Allocator,
series_opt: ?timeline.TimelineSeries,
resolution_override: ?timeline.Resolution,
) ![]TableRow {
const series = series_opt orelse return &.{};
if (series.points.len == 0) return &.{};
const resolution = resolution_override orelse timeline.selectResolution(series.points);
const aggregated = try timeline.aggregatePoints(arena, series.points, resolution);
const deltas = try timeline.computeRowDeltas(arena, aggregated);
var list: std.ArrayList(TableRow) = .empty;
try list.ensureTotalCapacity(arena, deltas.len);
var i: usize = deltas.len;
while (i > 0) {
i -= 1;
const d = deltas[i];
try list.append(arena, .{
.date = d.date,
.is_live = false,
.liquid = d.liquid,
.illiquid = d.illiquid,
.net_worth = d.net_worth,
.d_liquid = d.d_liquid,
.d_illiquid = d.d_illiquid,
.d_net_worth = d.d_net_worth,
});
}
return list.toOwnedSlice(arena);
}
/// Full render result: the styled lines plus metadata the event
/// handler needs for cursor-visibility logic.
pub const HistoryRender = struct {
lines: []const StyledLine,
/// Line index of the first data row in the recent-snapshots table.
/// Zero when the table isn't rendered (no data).
table_first_line: usize,
/// Number of data rows in the table (includes live pseudo-row).
table_row_count: usize,
};
/// Full renderer: takes cursor + selections + prebuilt rows (already
/// in display order, newest-first) and returns styled lines plus
/// cursor metadata. Pure — no App dependency — so tests can drive it.
pub fn renderHistoryLinesFull(
arena: std.mem.Allocator,
th: theme.Theme,
series_opt: ?timeline.TimelineSeries,
focus_metric: timeline.Metric,
resolution_override: ?timeline.Resolution,
rows: []const TableRow,
cursor: usize,
selections: [2]?usize,
) !HistoryRender {
var lines: std.ArrayList(StyledLine) = .empty;
try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
try lines.append(arena, .{ .text = " Portfolio History", .style = th.headerStyle() });
try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
const series = series_opt orelse {
try lines.append(arena, .{ .text = " No history snapshots yet.", .style = th.mutedStyle() });
try lines.append(arena, .{ .text = " Run: zfin snapshot (or wait for the daily cron)", .style = th.mutedStyle() });
return .{ .lines = try lines.toOwnedSlice(arena), .table_first_line = 0, .table_row_count = 0 };
};
const points = series.points;
if (points.len == 0) {
try lines.append(arena, .{ .text = " No snapshots found.", .style = th.mutedStyle() });
return .{ .lines = try lines.toOwnedSlice(arena), .table_first_line = 0, .table_row_count = 0 };
}
const metric_label = focus_metric.label();
// ── Windows block (focused metric only) ──────────────────────
try appendWindowsBlock(arena, &lines, th, points, focus_metric, metric_label);
try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
// ── Chart ────────────────────────────────────────────────────
const chart_header = try std.fmt.allocPrint(
arena,
" Chart: {s} (press 'm' to cycle metric, 't' to cycle resolution)",
.{metric_label},
);
try lines.append(arena, .{ .text = chart_header, .style = th.headerStyle() });
try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
// Chart: synthesize candles from the focused metric's value.
const candles = try arena.alloc(zfin.Candle, points.len);
for (points, 0..) |p, i| {
const value = extractOne(p, focus_metric);
candles[i] = .{
.date = p.as_of_date,
.open = value,
.high = value,
.low = value,
.close = value,
.adj_close = value,
.volume = 0,
};
}
try tui.renderBrailleToStyledLines(arena, &lines, candles, th);
try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
// ── Recent snapshots table ───────────────────────────────────
const resolution = resolution_override orelse timeline.selectResolution(points);
var rlabel_buf: [32]u8 = undefined;
const rlabel = view.fmtResolutionLabel(&rlabel_buf, resolution_override, resolution);
const table_header = try std.fmt.allocPrint(
arena,
" Recent snapshots {s} (j/k: move, s/space: select, c: compare)",
.{rlabel},
);
try lines.append(arena, .{ .text = table_header, .style = th.headerStyle() });
try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
// Column header: extra 2-char left margin for the selection marker.
const header_line = try std.fmt.allocPrint(
arena,
" {s:>10} {s:>28} {s:>28} {s:>28}",
.{ "Date", "Liquid (Δ)", "Illiquid (Δ)", "Net Worth (Δ)" },
);
try lines.append(arena, .{ .text = header_line, .style = th.mutedStyle() });
const table_first_line = lines.items.len;
for (rows, 0..) |row, idx| {
const is_cursor = idx == cursor;
const selected = isIndexSelected(selections, idx);
const text = try fmtTableRow(arena, row, selected);
const style = if (is_cursor)
th.selectStyle()
else if (selected)
th.headerStyle()
else
rowStyle(th, row, focus_metric);
try lines.append(arena, .{ .text = text, .style = style });
}
return .{
.lines = try lines.toOwnedSlice(arena),
.table_first_line = table_first_line,
.table_row_count = rows.len,
};
}
fn isIndexSelected(selections: [2]?usize, idx: usize) bool {
for (selections) |s| {
if (s) |v| if (v == idx) return true;
}
return false;
}
/// Render the rolling-windows block into `lines`. Output matches the
/// CLI byte-for-byte (modulo ANSI) — same widths, same labels, same
/// dashed divider — because both call `view.buildWindowRowCells`.
fn appendWindowsBlock(
arena: std.mem.Allocator,
lines: *std.ArrayList(StyledLine),
th: theme.Theme,
points: []const timeline.TimelinePoint,
metric: timeline.Metric,
metric_label: []const u8,
) !void {
_ = metric_label;
const today = points[points.len - 1].as_of_date;
const ws = try timeline.computeWindowSet(arena, points, metric, today);
try lines.append(arena, .{ .text = " Change", .style = th.headerStyle() });
const header_line = try std.fmt.allocPrint(
arena,
" {s:<12} {s:>18} {s:>10}",
.{ "", "Δ", "%" },
);
try lines.append(arena, .{ .text = header_line, .style = th.mutedStyle() });
try lines.append(arena, .{
.text = " ------------ ------------------ ----------",
.style = th.mutedStyle(),
});
for (ws.rows) |row| {
var dbuf: [32]u8 = undefined;
var pbuf: [16]u8 = undefined;
const cells = view.buildWindowRowCells(row, &dbuf, &pbuf);
const text = try std.fmt.allocPrint(
arena,
" {s:<12} {s:>18} {s:>10}",
.{ cells.label, cells.delta_str, cells.pct_str },
);
const style: vaxis.Cell.Style = th.styleFor(cells.style);
try lines.append(arena, .{ .text = text, .style = style });
}
}
/// Build a recent-snapshots table row. `selected` causes a `*` marker
/// to appear in the two-column left margin instead of spaces.
fn fmtTableRow(arena: std.mem.Allocator, row: TableRow, selected: bool) ![]const u8 {
var date_buf: [10]u8 = undefined;
var liq_cell_buf: [64]u8 = undefined;
var ill_cell_buf: [64]u8 = undefined;
var nw_cell_buf: [64]u8 = undefined;
// Live row: replace the date column with "today (live)" right-aligned to 10.
const date_s: []const u8 = if (row.is_live)
"today"
else
row.date.format(&date_buf);
const liq_cell = view.fmtValueDeltaCell(&liq_cell_buf, row.liquid, row.d_liquid, view.table_cell_width);
const ill_cell = view.fmtValueDeltaCell(&ill_cell_buf, row.illiquid, row.d_illiquid, view.table_cell_width);
const nw_cell = view.fmtValueDeltaCell(&nw_cell_buf, row.net_worth, row.d_net_worth, view.table_cell_width);
const marker: []const u8 = if (selected) "* " else " ";
return std.fmt.allocPrint(
arena,
" {s}{s:>10} {s} {s} {s}",
.{ marker, date_s, liq_cell, ill_cell, nw_cell },
);
}
fn rowStyle(th: theme.Theme, row: TableRow, metric: timeline.Metric) vaxis.Cell.Style {
const d_opt: ?f64 = switch (metric) {
.liquid => row.d_liquid,
.illiquid => row.d_illiquid,
.net_worth => row.d_net_worth,
};
if (d_opt) |d| {
if (d < 0) return th.negativeStyle();
if (d > 0) return th.positiveStyle();
}
return th.mutedStyle();
}
fn extractOne(p: timeline.TimelinePoint, metric: timeline.Metric) f64 {
return switch (metric) {
.net_worth => p.net_worth,
.liquid => p.liquid,
.illiquid => p.illiquid,
};
}
// ── Compare-mode rendering ────────────────────────────────────
//
// Thin adapter: pulls pre-formatted cells from `views/compare.zig`
// and drops them into vaxis-styled lines. Layout widths, number
// formatting, and label pluralization all come from the view layer —
// this function owns only the TUI-specific style mapping (via
// `theme.styleFor`) and the " " leading indent that matches the
// rest of the history tab. The CLI renderer in `commands/compare.zig`
// uses the same shared cells + format constants, so the two outputs
// stay in lockstep.
/// Render a `CompareView` as a sequence of styled lines for the TUI.
/// Allocates all line text into `arena`; strings borrow from it.
pub fn renderCompareLines(
arena: std.mem.Allocator,
th: theme.Theme,
cv: compare_view.CompareView,
) ![]const StyledLine {
var lines: std.ArrayList(StyledLine) = .empty;
// Spacer matching the rest of the tab for layout consistency
try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
// ── Header ──
var then_buf: [10]u8 = undefined;
var now_buf: [10]u8 = undefined;
const then_str = cv.then_date.format(&then_buf);
const now_str = compare_view.nowLabel(cv, &now_buf);
const header = try std.fmt.allocPrint(
arena,
" Portfolio comparison: {s} → {s} ({d} day{s})",
.{ then_str, now_str, cv.days_between, compare_view.dayPlural(cv.days_between) },
);
try lines.append(arena, .{ .text = header, .style = th.headerStyle() });
try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
// ── Totals line ──
{
var t_then: [24]u8 = undefined;
var t_now: [24]u8 = undefined;
var t_delta: [32]u8 = undefined;
var t_pct: [16]u8 = undefined;
const t = compare_view.buildTotalsCells(cv.liquid, &t_then, &t_now, &t_delta, &t_pct);
const totals_text = try std.fmt.allocPrint(
arena,
" Liquid: {s}{s}{s} {s} {s}",
.{ t.then, compare_view.arrow, t.now, t.delta, t.pct },
);
try lines.append(arena, .{ .text = totals_text, .style = th.styleFor(t.style) });
}
try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
// ── Per-symbol table ──
if (cv.held_count == 0) {
try lines.append(arena, .{
.text = " No symbols held throughout this period.",
.style = th.mutedStyle(),
});
} else {
const subtitle = try std.fmt.allocPrint(
arena,
" Per-symbol price change ({d} held throughout)",
.{cv.held_count},
);
try lines.append(arena, .{ .text = subtitle, .style = th.mutedStyle() });
for (cv.symbols) |s| {
var p_then: [24]u8 = undefined;
var p_now: [24]u8 = undefined;
var p_pct: [16]u8 = undefined;
var p_dollar: [32]u8 = undefined;
const c = compare_view.buildSymbolRowCells(s, &p_then, &p_now, &p_pct, &p_dollar);
// Single-color per row using the shared row template.
const row_text = try std.fmt.allocPrint(
arena,
" " ++ compare_view.symbol_row_fmt,
.{ c.symbol, c.price_then, compare_view.arrow, c.price_now, c.pct, c.dollar },
);
try lines.append(arena, .{ .text = row_text, .style = th.styleFor(c.style) });
}
}
// ── Hidden count ──
if (cv.added_count > 0 or cv.removed_count > 0) {
try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
const hidden_text = try std.fmt.allocPrint(
arena,
" ({d} added, {d} removed since {s} — hidden)",
.{ cv.added_count, cv.removed_count, then_str },
);
try lines.append(arena, .{ .text = hidden_text, .style = th.mutedStyle() });
}
// ── Footer hint ──
try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
try lines.append(arena, .{
.text = " Esc or 'c' to return to timeline",
.style = th.mutedStyle(),
});
return lines.toOwnedSlice(arena);
}
// ── Tests ─────────────────────────────────────────────────────────────
const testing = std.testing;
const Date = zfin.Date;
const snapshot = @import("../models/snapshot.zig");
test "renderHistoryLines: no series shows no-data message" {
var arena = std.heap.ArenaAllocator.init(testing.allocator);
defer arena.deinit();
const a = arena.allocator();
const th = theme.default_theme;
const lines = try renderHistoryLines(a, th, null, .liquid, null);
var saw_no_data = false;
for (lines) |l| {
if (std.mem.indexOf(u8, l.text, "No history snapshots") != null) saw_no_data = true;
}
try testing.expect(saw_no_data);
}
test "renderHistoryLines: renders windows + chart + table in correct order" {
var arena = std.heap.ArenaAllocator.init(testing.allocator);
defer arena.deinit();
const a = arena.allocator();
const th = theme.default_theme;
const pts = try a.alloc(timeline.TimelinePoint, 2);
pts[0] = .{
.as_of_date = Date.fromYmd(2024, 3, 14),
.net_worth = 1000,
.liquid = 700,
.illiquid = 300,
.accounts = &.{},
.tax_types = &.{},
};
pts[1] = .{
.as_of_date = Date.fromYmd(2024, 3, 15),
.net_worth = 1100,
.liquid = 800,
.illiquid = 300,
.accounts = &.{},
.tax_types = &.{},
};
const series: timeline.TimelineSeries = .{ .points = pts, .allocator = a };
const lines = try renderHistoryLines(a, th, series, .liquid, .daily);
var windows_idx: ?usize = null;
var chart_idx: ?usize = null;
var table_idx: ?usize = null;
for (lines, 0..) |l, i| {
if (std.mem.eql(u8, std.mem.trim(u8, l.text, " "), "Change")) windows_idx = i;
if (std.mem.indexOf(u8, l.text, "Chart: Liquid") != null) chart_idx = i;
if (std.mem.indexOf(u8, l.text, "Recent snapshots") != null) table_idx = i;
}
try testing.expect(windows_idx != null);
try testing.expect(chart_idx != null);
try testing.expect(table_idx != null);
try testing.expect(windows_idx.? < chart_idx.?);
try testing.expect(chart_idx.? < table_idx.?);
}
test "renderHistoryLines: windows block includes 1 day + All-time" {
var arena = std.heap.ArenaAllocator.init(testing.allocator);
defer arena.deinit();
const a = arena.allocator();
const th = theme.default_theme;
const pts = try a.alloc(timeline.TimelinePoint, 2);
pts[0] = .{
.as_of_date = Date.fromYmd(2024, 3, 14),
.net_worth = 1000,
.liquid = 700,
.illiquid = 300,
.accounts = &.{},
.tax_types = &.{},
};
pts[1] = .{
.as_of_date = Date.fromYmd(2024, 3, 15),
.net_worth = 1100,
.liquid = 800,
.illiquid = 300,
.accounts = &.{},
.tax_types = &.{},
};
const series: timeline.TimelineSeries = .{ .points = pts, .allocator = a };
const lines = try renderHistoryLines(a, th, series, .liquid, null);
var saw_1d = false;
var saw_all_time = false;
for (lines) |l| {
if (std.mem.indexOf(u8, l.text, "1 day") != null) saw_1d = true;
if (std.mem.indexOf(u8, l.text, "All-time") != null) saw_all_time = true;
}
try testing.expect(saw_1d);
try testing.expect(saw_all_time);
}
test "renderHistoryLines: table rows emitted newest-first and column order is Liquid → Illiquid → NW" {
var arena = std.heap.ArenaAllocator.init(testing.allocator);
defer arena.deinit();
const a = arena.allocator();
const th = theme.default_theme;
const pts = try a.alloc(timeline.TimelinePoint, 3);
pts[0] = .{
.as_of_date = Date.fromYmd(2024, 3, 13),
.net_worth = 900,
.liquid = 600,
.illiquid = 300,
.accounts = &.{},
.tax_types = &.{},
};
pts[1] = .{
.as_of_date = Date.fromYmd(2024, 3, 14),
.net_worth = 1000,
.liquid = 700,
.illiquid = 300,
.accounts = &.{},
.tax_types = &.{},
};
pts[2] = .{
.as_of_date = Date.fromYmd(2024, 3, 15),
.net_worth = 1100,
.liquid = 800,
.illiquid = 300,
.accounts = &.{},
.tax_types = &.{},
};
const series: timeline.TimelineSeries = .{ .points = pts, .allocator = a };
const lines = try renderHistoryLines(a, th, series, .liquid, .daily);
var joined: std.ArrayList(u8) = .empty;
for (lines) |l| {
try joined.appendSlice(a, l.text);
try joined.append(a, '\n');
}
const text = joined.items;
const h_liq = std.mem.indexOf(u8, text, "Liquid") orelse return error.TestExpectedMatch;
const h_ill = std.mem.indexOf(u8, text, "Illiquid") orelse return error.TestExpectedMatch;
const h_nw = std.mem.indexOf(u8, text, "Net Worth") orelse return error.TestExpectedMatch;
try testing.expect(h_liq < h_ill);
try testing.expect(h_ill < h_nw);
const d_new = std.mem.lastIndexOf(u8, text, "2024-03-15") orelse return error.TestExpectedMatch;
const d_old = std.mem.lastIndexOf(u8, text, "2024-03-13") orelse return error.TestExpectedMatch;
try testing.expect(d_new < d_old);
}
test "renderHistoryLines: metric cycling changes chart label and windows header" {
var arena = std.heap.ArenaAllocator.init(testing.allocator);
defer arena.deinit();
const a = arena.allocator();
const th = theme.default_theme;
const pts = try a.alloc(timeline.TimelinePoint, 1);
pts[0] = .{
.as_of_date = Date.fromYmd(2024, 3, 15),
.net_worth = 100,
.liquid = 60,
.illiquid = 40,
.accounts = &.{},
.tax_types = &.{},
};
const series: timeline.TimelineSeries = .{ .points = pts, .allocator = a };
const lines_ill = try renderHistoryLines(a, th, series, .illiquid, null);
var saw_ill_chart = false;
for (lines_ill) |l| {
if (std.mem.indexOf(u8, l.text, "Chart: Illiquid") != null) saw_ill_chart = true;
}
try testing.expect(saw_ill_chart);
}
test "cycleMetric: liquid → illiquid → net_worth → liquid" {
var m: timeline.Metric = .liquid;
m = switch (m) {
.liquid => .illiquid,
.illiquid => .net_worth,
.net_worth => .liquid,
};
try testing.expectEqual(timeline.Metric.illiquid, m);
m = switch (m) {
.liquid => .illiquid,
.illiquid => .net_worth,
.net_worth => .liquid,
};
try testing.expectEqual(timeline.Metric.net_worth, m);
m = switch (m) {
.liquid => .illiquid,
.illiquid => .net_worth,
.net_worth => .liquid,
};
try testing.expectEqual(timeline.Metric.liquid, m);
}
test "renderHistoryLinesFull: cursor highlights selected row" {
var arena = std.heap.ArenaAllocator.init(testing.allocator);
defer arena.deinit();
const a = arena.allocator();
const th = theme.default_theme;
const pts = try a.alloc(timeline.TimelinePoint, 3);
pts[0] = .{
.as_of_date = Date.fromYmd(2024, 3, 13),
.net_worth = 900,
.liquid = 600,
.illiquid = 300,
.accounts = &.{},
.tax_types = &.{},
};
pts[1] = .{
.as_of_date = Date.fromYmd(2024, 3, 14),
.net_worth = 1000,
.liquid = 700,
.illiquid = 300,
.accounts = &.{},
.tax_types = &.{},
};
pts[2] = .{
.as_of_date = Date.fromYmd(2024, 3, 15),
.net_worth = 1100,
.liquid = 800,
.illiquid = 300,
.accounts = &.{},
.tax_types = &.{},
};
const series: timeline.TimelineSeries = .{ .points = pts, .allocator = a };
const rows = try rowsFromSeries(a, series, .daily);
// Two rows selected (idx 0 and 2), cursor on idx 1.
const result = try renderHistoryLinesFull(
a,
th,
series,
.liquid,
.daily,
rows,
1,
.{ 0, 2 },
);
try testing.expectEqual(@as(usize, 3), result.table_row_count);
try testing.expect(result.table_first_line > 0);
// Check that the first row (selected, not cursor) has the marker
// character in its text at the expected position.
const first_row_line = result.lines[result.table_first_line];
try testing.expect(std.mem.indexOf(u8, first_row_line.text, "* ") != null);
// Third row is selected too.
const third_row_line = result.lines[result.table_first_line + 2];
try testing.expect(std.mem.indexOf(u8, third_row_line.text, "* ") != null);
// Second row (cursor) has no marker — just the cursor style.
const second_row_line = result.lines[result.table_first_line + 1];
try testing.expect(std.mem.indexOf(u8, second_row_line.text, "* ") == null);
}
// ── renderCompareLines tests ──────────────────────────────────
test "renderCompareLines: emits header, totals, symbols, hidden-count, footer" {
var arena = std.heap.ArenaAllocator.init(testing.allocator);
defer arena.deinit();
const a = arena.allocator();
const th = theme.default_theme;
const symbols = [_]compare_view.SymbolChange{
.{
.symbol = "FOO",
.price_then = 100,
.price_now = 110,
.shares_held_throughout = 10,
.pct_change = 0.10,
.dollar_change = 100,
.style = .positive,
},
};
const cv = compare_view.CompareView{
.then_date = Date.fromYmd(2024, 1, 15),
.now_date = Date.fromYmd(2024, 3, 15),
.days_between = 60,
.now_is_live = false,
.liquid = compare_view.buildTotalsRow(10_000, 10_500),
.symbols = @constCast(&symbols),
.held_count = 1,
.added_count = 1,
.removed_count = 0,
};
const lines = try renderCompareLines(a, th, cv);
var saw_header = false;
var saw_totals = false;
var saw_row = false;
var saw_hidden = false;
var saw_footer = false;
for (lines) |l| {
if (std.mem.indexOf(u8, l.text, "Portfolio comparison: 2024-01-15 → 2024-03-15") != null) saw_header = true;
if (std.mem.indexOf(u8, l.text, "Liquid:") != null and std.mem.indexOf(u8, l.text, "$10,000.00") != null) saw_totals = true;
if (std.mem.indexOf(u8, l.text, "FOO") != null and std.mem.indexOf(u8, l.text, "+10.00%") != null) saw_row = true;
if (std.mem.indexOf(u8, l.text, "1 added, 0 removed since 2024-01-15") != null) saw_hidden = true;
if (std.mem.indexOf(u8, l.text, "Esc") != null) saw_footer = true;
}
try testing.expect(saw_header);
try testing.expect(saw_totals);
try testing.expect(saw_row);
try testing.expect(saw_hidden);
try testing.expect(saw_footer);
}
test "renderCompareLines: live-now shows 'today' not a date" {
var arena = std.heap.ArenaAllocator.init(testing.allocator);
defer arena.deinit();
const a = arena.allocator();
const th = theme.default_theme;
const cv = compare_view.CompareView{
.then_date = Date.fromYmd(2024, 1, 15),
.now_date = Date.fromYmd(2024, 3, 15),
.days_between = 60,
.now_is_live = true,
.liquid = compare_view.buildTotalsRow(100, 105),
.symbols = &.{},
.held_count = 0,
.added_count = 0,
.removed_count = 0,
};
const lines = try renderCompareLines(a, th, cv);
var saw_today = false;
var saw_no_symbols = false;
for (lines) |l| {
if (std.mem.indexOf(u8, l.text, "→ today") != null) saw_today = true;
if (std.mem.indexOf(u8, l.text, "No symbols held throughout") != null) saw_no_symbols = true;
}
try testing.expect(saw_today);
try testing.expect(saw_no_symbols);
}
test "renderCompareLines: no hidden line when no add/remove" {
var arena = std.heap.ArenaAllocator.init(testing.allocator);
defer arena.deinit();
const a = arena.allocator();
const th = theme.default_theme;
const cv = compare_view.CompareView{
.then_date = Date.fromYmd(2024, 1, 15),
.now_date = Date.fromYmd(2024, 3, 15),
.days_between = 60,
.now_is_live = false,
.liquid = compare_view.buildTotalsRow(100, 100),
.symbols = &.{},
.held_count = 0,
.added_count = 0,
.removed_count = 0,
};
const lines = try renderCompareLines(a, th, cv);
for (lines) |l| {
try testing.expect(std.mem.indexOf(u8, l.text, "hidden") == null);
}
}
// Keep refAllDeclsRecursive happy
test {
_ = snapshot;
}