558 lines
22 KiB
Zig
558 lines
22 KiB
Zig
const std = @import("std");
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const zfin = @import("../root.zig");
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const fmt = @import("../format.zig");
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const Money = @import("../Money.zig");
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const theme = @import("theme.zig");
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const tui = @import("../tui.zig");
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const framework = @import("tab_framework.zig");
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const App = tui.App;
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const StyledLine = tui.StyledLine;
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// ── Tab-local action enum ─────────────────────────────────────
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//
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// Cycle the Sector breakdown's display granularity through
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// coarse → mid → fine → coarse. Default tier is mid (~12-16
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// buckets, NPORT-P sub-flavors collapsed but GICS sectors
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// distinct). Coarse delegates to the same 4-bucket shape as
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// the Asset Category section. Fine is the raw NPORT-P
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// breakdown (every Debt / X variant separate).
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pub const Action = enum { cycle_sector_granularity };
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// ── Tab-private state ─────────────────────────────────────────
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pub const State = struct {
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/// Whether `init`/`activate` has populated `result`. Internal
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/// short-circuit for `activate`; App never reads this.
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loaded: bool = false,
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/// Computed analysis output. Owned by State; freed in
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/// `deinit` and `reload`.
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result: ?zfin.analysis.AnalysisResult = null,
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/// Per-portfolio classification metadata (`metadata.srf`).
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/// Used only by analysis today; lives here because no other
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/// tab consumes it. Loaded lazily on first activation; freed
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/// in `deinit`.
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classification_map: ?zfin.classification.ClassificationMap = null,
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/// Sector display granularity. Cycled via `cycle_sector_granularity`
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/// action. Default `mid` matches the CLI default
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/// (`zfin analysis` without `--sector-detail`).
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sector_granularity: zfin.analysis.Granularity = .mid,
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};
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// ── Tab framework contract ────────────────────────────────────
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pub const meta: framework.TabMeta(Action) = .{
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.label = "Analysis",
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.default_bindings = &.{
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.{ .action = .cycle_sector_granularity, .key = .{ .codepoint = 'm' } },
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},
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.action_labels = std.enums.EnumArray(Action, []const u8).init(.{
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.cycle_sector_granularity = "Cycle sector granularity (coarse / mid / fine)",
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}),
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.status_hints = &.{
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.cycle_sector_granularity,
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},
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};
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pub const tab = struct {
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pub const ActionT = Action;
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pub const StateT = State;
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pub fn init(state: *State, app: *App) !void {
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_ = app;
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state.* = .{};
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}
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pub fn deinit(state: *State, app: *App) void {
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if (state.result) |*ar| ar.deinit(app.allocator);
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if (state.classification_map) |*cm| cm.deinit();
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state.* = .{};
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}
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pub fn activate(state: *State, app: *App) !void {
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if (tab.isDisabled(app)) return;
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if (state.loaded) return;
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loadData(state, app);
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}
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pub const deactivate = framework.noopDeactivate(State);
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/// Force re-fetch on user request. Frees the analysis result
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/// AND the shared `account_map` on App (analysis's refresh
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/// also re-reads accounts.srf). The classification_map persists
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/// — it's per-portfolio, not per-symbol or per-refresh.
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pub fn reload(state: *State, app: *App) !void {
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if (state.result) |*ar| ar.deinit(app.allocator);
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state.result = null;
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state.loaded = false;
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// Refresh-analysis intentionally drops the shared account
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// map so the next load re-reads `accounts.srf` from disk
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// (the user may have edited it).
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if (app.portfolio.account_map) |*am| am.deinit();
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app.portfolio.account_map = null;
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loadData(state, app);
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}
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pub const tick = framework.noopTick(State);
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pub fn handleAction(state: *State, app: *App, action: Action) void {
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_ = app;
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switch (action) {
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.cycle_sector_granularity => {
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// coarse → mid → fine → coarse. The display layer
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// re-aggregates `result.sector` through the new
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// granularity on the next render.
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state.sector_granularity = switch (state.sector_granularity) {
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.coarse => .mid,
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.mid => .fine,
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.fine => .coarse,
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};
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},
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}
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}
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/// Analysis requires a loaded portfolio file (the breakdown
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/// is computed from `app.portfolio.summary.allocations`).
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/// Derived directly from `app.portfolio.file` rather than
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/// stored as a field, so it can't go stale and App never has
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/// to reach across into the tab's State to set it.
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pub fn isDisabled(app: *App) bool {
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return app.portfolio.file == null;
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}
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};
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// ── Data loading ──────────────────────────────────────────────
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fn loadData(state: *State, app: *App) void {
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state.loaded = true;
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// Ensure portfolio is loaded first
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app.ensurePortfolioDataLoaded();
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const pf = app.portfolio.file orelse return;
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const summary = app.portfolio.summary orelse return;
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// Load classification metadata file
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if (state.classification_map == null) {
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// Look for metadata.srf next to the portfolio file
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if (app.anchorPath()) |ppath| {
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// Derive metadata path: same directory as portfolio, named "metadata.srf"
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const dir_end = if (std.mem.lastIndexOfScalar(u8, ppath, std.fs.path.sep)) |idx| idx + 1 else 0;
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const meta_path = std.fmt.allocPrint(app.allocator, "{s}metadata.srf", .{ppath[0..dir_end]}) catch return;
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defer app.allocator.free(meta_path);
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const file_data = std.Io.Dir.cwd().readFileAlloc(app.io, meta_path, app.allocator, .limited(1024 * 1024)) catch {
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app.setStatus("No metadata.srf found. Run: zfin enrich <portfolio.srf> > metadata.srf");
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return;
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};
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defer app.allocator.free(file_data);
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state.classification_map = zfin.classification.parseClassificationFile(app.allocator, file_data) catch {
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app.setStatus("Error parsing metadata.srf");
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return;
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};
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}
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}
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// Load account tax type metadata file (optional)
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app.ensureAccountMap();
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loadDataFinish(state, app, pf, summary);
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}
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fn loadDataFinish(state: *State, app: *App, pf: zfin.Portfolio, summary: zfin.valuation.PortfolioSummary) void {
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const cm = state.classification_map orelse {
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app.setStatus("No classification data. Run: zfin enrich <portfolio.srf> > metadata.srf");
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return;
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};
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// Free previous result
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if (state.result) |*ar| ar.deinit(app.allocator);
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state.result = zfin.analysis.analyzePortfolio(
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app.allocator,
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summary.allocations,
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cm,
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pf,
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summary.total_value,
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app.portfolio.account_map,
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app.today, // live mode in TUI → resolves to app.today
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) catch {
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app.setStatus("Error computing analysis");
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return;
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};
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}
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// ── Rendering ─────────────────────────────────────────────────
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pub fn buildStyledLines(state: *State, app: *App, arena: std.mem.Allocator) ![]const StyledLine {
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// Compute equity/fixed-income/cash split from classification + portfolio
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var stock_pct: f64 = 0;
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var bond_pct: f64 = 0;
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var cash_pct: f64 = 0;
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var total_value: f64 = 0;
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if (app.portfolio.summary) |summary| {
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total_value = summary.total_value;
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if (app.portfolio.file) |pf| {
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const benchmark = @import("../analytics/benchmark.zig");
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const cm_entries = if (state.classification_map) |cm| cm.entries else &.{};
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const split = benchmark.deriveAllocationSplit(
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summary.allocations,
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cm_entries,
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summary.total_value,
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pf.totalCash(app.today),
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pf.totalCdFaceValue(app.today),
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);
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stock_pct = split.stock_pct;
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bond_pct = split.bond_pct;
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cash_pct = split.cash_pct;
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}
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}
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return renderAnalysisLines(arena, app.theme, state.result, stock_pct, bond_pct, cash_pct, total_value, state.sector_granularity);
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}
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/// Render analysis tab content. Pure function — no App dependency.
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pub fn renderAnalysisLines(
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arena: std.mem.Allocator,
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th: theme.Theme,
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analysis_result: ?zfin.analysis.AnalysisResult,
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stock_pct: f64,
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bond_pct: f64,
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cash_pct: f64,
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total_value: f64,
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sector_granularity: zfin.analysis.Granularity,
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) ![]const StyledLine {
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var lines: std.ArrayList(StyledLine) = .empty;
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try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
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try lines.append(arena, .{ .text = " Portfolio Analysis", .style = th.headerStyle() });
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try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
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const result = analysis_result orelse {
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try lines.append(arena, .{ .text = " No analysis data. Ensure metadata.srf exists alongside portfolio.", .style = th.mutedStyle() });
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try lines.append(arena, .{ .text = " Run: zfin enrich <portfolio.srf> > metadata.srf", .style = th.mutedStyle() });
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return lines.toOwnedSlice(arena);
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};
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// Equities / Fixed Income / Cash header summary. The Other
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// bucket (derivatives, real property) is excluded from this
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// summary but appears as its own row in the Asset Category
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// breakdown.
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if (stock_pct > 0 or bond_pct > 0 or cash_pct > 0) {
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try lines.append(arena, .{
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.text = try std.fmt.allocPrint(arena, " Equities {d:.1}% ({f}) / Fixed Income {d:.1}% ({f}) / Cash {d:.1}% ({f})", .{
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stock_pct * 100,
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Money.from(stock_pct * total_value),
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bond_pct * 100,
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Money.from(bond_pct * total_value),
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cash_pct * 100,
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Money.from(cash_pct * total_value),
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}),
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.style = th.mutedStyle(),
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});
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try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
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}
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const bar_width: usize = 30;
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const label_width: usize = 24;
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// Re-aggregate the Sector breakdown at the chosen granularity.
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// The arena allocator owns the result for this frame; freed
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// when the frame ends.
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const collapsed_sector = try zfin.analysis.collapseBreakdownAtGranularity(
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arena,
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result.sector,
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sector_granularity,
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total_value,
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);
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// Produce a per-frame copy of the result with the rebucketed
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// sector slice. Other fields are aliased; we don't free the
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// original sector slice — that lives on `state.result` and
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// gets freed at tab.deinit time.
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const display_result: zfin.analysis.AnalysisResult = .{
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.asset_category = result.asset_category,
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.asset_class = result.asset_class,
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.sector = collapsed_sector,
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.geo = result.geo,
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.account = result.account,
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.tax_type = result.tax_type,
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.unclassified = result.unclassified,
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.total_value = result.total_value,
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};
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const sections = zfin.analysis.breakdownSections(&display_result);
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for (sections, 0..) |sec, si| {
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if (si > 0 and sec.items.len == 0) continue;
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if (si > 0) try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
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// Indent the title (renderer-level, not baked into the
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// section's title string). For the Sector section,
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// append the current granularity in parens so the user
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// knows what the `g` hot-key cycled to.
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const title_text = if (std.mem.eql(u8, sec.title, "Sector (Equities)"))
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try std.fmt.allocPrint(arena, " Sector ({s} — press 'm' to cycle)", .{granularityLabel(sector_granularity)})
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else
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try std.fmt.allocPrint(arena, " {s}", .{sec.title});
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try lines.append(arena, .{ .text = title_text, .style = th.headerStyle() });
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try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
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for (sec.items) |item| {
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const text = try fmtBreakdownLine(arena, item, bar_width, label_width);
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try lines.append(arena, .{ .text = text, .style = th.contentStyle(), .alt_text = null, .alt_style = th.barFillStyle(), .alt_start = 2 + label_width + 1, .alt_end = 2 + label_width + 1 + bar_width });
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}
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}
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if (result.unclassified.len > 0) {
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try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
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try lines.append(arena, .{ .text = " Unclassified (not in metadata.srf)", .style = th.warningStyle() });
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for (result.unclassified) |sym| {
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const text = try std.fmt.allocPrint(arena, " {s}", .{sym});
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try lines.append(arena, .{ .text = text, .style = th.mutedStyle() });
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}
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}
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return lines.toOwnedSlice(arena);
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}
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/// Display label for a granularity tier, used in the Sector
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/// section title.
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fn granularityLabel(g: zfin.analysis.Granularity) []const u8 {
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return switch (g) {
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.coarse => "coarse",
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.mid => "mid",
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.fine => "fine",
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};
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}
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pub fn fmtBreakdownLine(arena: std.mem.Allocator, item: zfin.analysis.BreakdownItem, bar_width: usize, label_width: usize) ![]const u8 {
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const pct = item.weight * 100.0;
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const bar = try buildBlockBar(arena, item.weight, bar_width);
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// Build label padded to label_width
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const lbl = item.label;
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const lbl_len = @min(lbl.len, label_width);
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const padded_label = try arena.alloc(u8, label_width);
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@memcpy(padded_label[0..lbl_len], lbl[0..lbl_len]);
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if (lbl_len < label_width) @memset(padded_label[lbl_len..], ' ');
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return std.fmt.allocPrint(arena, " {s} {s} {d:>5.1}% {f}", .{
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padded_label, bar, pct, Money.from(item.value),
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});
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}
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/// Build a bar using Unicode block elements for sub-character precision.
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/// Wraps fmt.buildBlockBar into arena-allocated memory.
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pub fn buildBlockBar(arena: std.mem.Allocator, weight: f64, total_chars: usize) ![]const u8 {
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var buf: [256]u8 = undefined;
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const result = fmt.buildBlockBar(&buf, weight, total_chars);
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return arena.dupe(u8, result);
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}
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// ── Tests ─────────────────────────────────────────────────────────────
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const testing = std.testing;
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test "buildBlockBar empty" {
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const bar = try buildBlockBar(testing.allocator, 0, 10);
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defer testing.allocator.free(bar);
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// All spaces
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try testing.expectEqual(@as(usize, 10), bar.len);
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try testing.expectEqualStrings(" ", bar);
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}
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test "buildBlockBar full" {
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const bar = try buildBlockBar(testing.allocator, 1.0, 5);
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defer testing.allocator.free(bar);
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// 5 full blocks, each 3 bytes UTF-8 (█ = E2 96 88)
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try testing.expectEqual(@as(usize, 15), bar.len);
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// Verify first block is █
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try testing.expectEqualStrings("\xe2\x96\x88", bar[0..3]);
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}
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test "buildBlockBar partial" {
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const bar = try buildBlockBar(testing.allocator, 0.5, 10);
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defer testing.allocator.free(bar);
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// 50% of 10 chars = 5 full blocks (no partial)
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// 5 full blocks (15 bytes) + 5 spaces = 20 bytes
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try testing.expectEqual(@as(usize, 20), bar.len);
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}
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test "fmtBreakdownLine formats correctly" {
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var arena_state = std.heap.ArenaAllocator.init(testing.allocator);
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defer arena_state.deinit();
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const arena = arena_state.allocator();
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const item = zfin.analysis.BreakdownItem{
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.label = "US Stock",
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.weight = 0.65,
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.value = 130000,
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};
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const line = try fmtBreakdownLine(arena, item, 10, 12);
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// Should contain the label, percentage, and dollar amount
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try testing.expect(std.mem.indexOf(u8, line, "US Stock") != null);
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try testing.expect(std.mem.indexOf(u8, line, "65.0%") != null);
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try testing.expect(std.mem.indexOf(u8, line, "$130,000") != null);
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}
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test "renderAnalysisLines with data" {
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var arena_state = std.heap.ArenaAllocator.init(testing.allocator);
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defer arena_state.deinit();
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const arena = arena_state.allocator();
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const th = theme.default_theme;
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var asset_class = [_]zfin.analysis.BreakdownItem{
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.{ .label = "US Stock", .weight = 0.60, .value = 120000 },
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.{ .label = "Int'l Stock", .weight = 0.40, .value = 80000 },
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};
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const result = zfin.analysis.AnalysisResult{
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.asset_category = &.{},
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.asset_class = &asset_class,
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.sector = &.{},
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.geo = &.{},
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.account = &.{},
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.tax_type = &.{},
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.unclassified = &.{},
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.total_value = 200000,
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};
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const lines = try renderAnalysisLines(arena, th, result, 0.80, 0.15, 0.05, 200000, .mid);
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// Should have header section + asset class items
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try testing.expect(lines.len >= 5);
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// Find "Portfolio Analysis" header
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var found_header = false;
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var found_cash_in_summary = false;
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for (lines) |l| {
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if (std.mem.indexOf(u8, l.text, "Portfolio Analysis") != null) found_header = true;
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if (std.mem.indexOf(u8, l.text, "Cash 5.0%") != null) found_cash_in_summary = true;
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}
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try testing.expect(found_header);
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try testing.expect(found_cash_in_summary);
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// Find asset class data
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var found_us = false;
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for (lines) |l| {
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if (std.mem.indexOf(u8, l.text, "US Stock") != null) found_us = true;
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}
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try testing.expect(found_us);
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}
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test "renderAnalysisLines no data" {
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var arena_state = std.heap.ArenaAllocator.init(testing.allocator);
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defer arena_state.deinit();
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const arena = arena_state.allocator();
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const th = theme.default_theme;
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const lines = try renderAnalysisLines(arena, th, null, 0, 0, 0, 0, .mid);
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try testing.expectEqual(@as(usize, 5), lines.len);
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try testing.expect(std.mem.indexOf(u8, lines[3].text, "No analysis data") != null);
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}
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test "tab.init produces zero-defaulted state" {
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var state: State = undefined;
|
|
var dummy_app: tui.App = undefined; // intentionally undefined: init
|
|
// for analysis doesn't touch app fields.
|
|
|
|
try tab.init(&state, &dummy_app);
|
|
try testing.expectEqual(false, state.loaded);
|
|
try testing.expect(state.result == null);
|
|
try testing.expect(state.classification_map == null);
|
|
// Default sector granularity is mid (matches CLI default).
|
|
try testing.expectEqual(zfin.analysis.Granularity.mid, state.sector_granularity);
|
|
}
|
|
|
|
test "handleAction cycles sector granularity coarse → mid → fine → coarse" {
|
|
var state: State = .{};
|
|
var dummy_app: tui.App = undefined; // handleAction doesn't touch app
|
|
|
|
// mid → fine
|
|
try testing.expectEqual(zfin.analysis.Granularity.mid, state.sector_granularity);
|
|
tab.handleAction(&state, &dummy_app, .cycle_sector_granularity);
|
|
try testing.expectEqual(zfin.analysis.Granularity.fine, state.sector_granularity);
|
|
// fine → coarse
|
|
tab.handleAction(&state, &dummy_app, .cycle_sector_granularity);
|
|
try testing.expectEqual(zfin.analysis.Granularity.coarse, state.sector_granularity);
|
|
// coarse → mid (full cycle)
|
|
tab.handleAction(&state, &dummy_app, .cycle_sector_granularity);
|
|
try testing.expectEqual(zfin.analysis.Granularity.mid, state.sector_granularity);
|
|
}
|
|
|
|
test "renderAnalysisLines: granularity label appears in Sector section title" {
|
|
var arena_state = std.heap.ArenaAllocator.init(testing.allocator);
|
|
defer arena_state.deinit();
|
|
const arena = arena_state.allocator();
|
|
const th = theme.default_theme;
|
|
|
|
var sector = [_]zfin.analysis.BreakdownItem{
|
|
.{ .label = "Equity / Corporate", .weight = 0.80, .value = 80_000 },
|
|
.{ .label = "Debt / Corporate", .weight = 0.20, .value = 20_000 },
|
|
};
|
|
const result = zfin.analysis.AnalysisResult{
|
|
.asset_category = &.{},
|
|
.asset_class = &.{},
|
|
.sector = §or,
|
|
.geo = &.{},
|
|
.account = &.{},
|
|
.tax_type = &.{},
|
|
.unclassified = &.{},
|
|
.total_value = 100_000,
|
|
};
|
|
|
|
// mid label
|
|
{
|
|
const lines = try renderAnalysisLines(arena, th, result, 0.80, 0.20, 0.0, 100_000, .mid);
|
|
var found_mid = false;
|
|
for (lines) |l| {
|
|
if (std.mem.indexOf(u8, l.text, "Sector (mid") != null) found_mid = true;
|
|
}
|
|
try testing.expect(found_mid);
|
|
}
|
|
// fine label
|
|
{
|
|
const lines = try renderAnalysisLines(arena, th, result, 0.80, 0.20, 0.0, 100_000, .fine);
|
|
var found_fine = false;
|
|
for (lines) |l| {
|
|
if (std.mem.indexOf(u8, l.text, "Sector (fine") != null) found_fine = true;
|
|
}
|
|
try testing.expect(found_fine);
|
|
}
|
|
// coarse label
|
|
{
|
|
const lines = try renderAnalysisLines(arena, th, result, 0.80, 0.20, 0.0, 100_000, .coarse);
|
|
var found_coarse = false;
|
|
for (lines) |l| {
|
|
if (std.mem.indexOf(u8, l.text, "Sector (coarse") != null) found_coarse = true;
|
|
}
|
|
try testing.expect(found_coarse);
|
|
}
|
|
}
|
|
|
|
test "renderAnalysisLines: mid granularity collapses Debt rows" {
|
|
var arena_state = std.heap.ArenaAllocator.init(testing.allocator);
|
|
defer arena_state.deinit();
|
|
const arena = arena_state.allocator();
|
|
const th = theme.default_theme;
|
|
|
|
// Two Debt rows that should collapse to one Bonds row at mid.
|
|
var sector = [_]zfin.analysis.BreakdownItem{
|
|
.{ .label = "Debt / Corporate", .weight = 0.40, .value = 40_000 },
|
|
.{ .label = "Debt / US Treasury", .weight = 0.30, .value = 30_000 },
|
|
.{ .label = "Equity / Corporate", .weight = 0.30, .value = 30_000 },
|
|
};
|
|
const result = zfin.analysis.AnalysisResult{
|
|
.asset_category = &.{},
|
|
.asset_class = &.{},
|
|
.sector = §or,
|
|
.geo = &.{},
|
|
.account = &.{},
|
|
.tax_type = &.{},
|
|
.unclassified = &.{},
|
|
.total_value = 100_000,
|
|
};
|
|
|
|
const lines = try renderAnalysisLines(arena, th, result, 0.30, 0.70, 0.0, 100_000, .mid);
|
|
|
|
// At mid, Bonds appears (collapsed) and the individual Debt
|
|
// rows do NOT appear.
|
|
var has_bonds_row = false;
|
|
var has_raw_treasury = false;
|
|
for (lines) |l| {
|
|
if (std.mem.indexOf(u8, l.text, "Bonds") != null and std.mem.indexOf(u8, l.text, "70.0%") != null) has_bonds_row = true;
|
|
if (std.mem.indexOf(u8, l.text, "Debt / US Treasury") != null) has_raw_treasury = true;
|
|
}
|
|
try testing.expect(has_bonds_row);
|
|
try testing.expect(!has_raw_treasury);
|
|
}
|