zfin/src/tui/history_tab.zig
2026-07-06 12:29:50 -07:00

2174 lines
83 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: see the `Action` enum + `default_bindings` 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 = @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 framework = @import("tab_framework.zig");
const App = tui.App;
const StyledLine = tui.StyledLine;
// ── Tab-local action enum ─────────────────────────────────────
//
// History tab keybinds:
// - `m` : cycle the focused metric (liquid ->
// illiquid -> net_worth).
// - `t` : cycle the resolution (cascading ->
// daily -> weekly -> monthly -> cascading).
// - Enter : expand/collapse the bucket at the cursor
// (only meaningful for non-daily, non-live
// rows with finer-tier breakdown).
//
// History tab keybinds:
// - `m` : cycle the focused metric (liquid ->
// illiquid -> net_worth).
// - `t` : cycle the resolution (cascading ->
// daily -> weekly -> monthly -> cascading).
// - Enter : expand/collapse the bucket at the cursor
// (only meaningful for non-daily, non-live
// rows with finer-tier breakdown).
// - `s` / space : toggle inclusion of the cursor row in
// the compare-selection set (0, 1, or 2).
// - `c` : commit compare (requires 2 rows
// selected) or exit an active compare view.
// - Esc : cancel compare view or clear pending
// selections.
pub const Action = enum {
/// Toggle expansion of the bucket at the cursor. No-op for
/// daily, live, or no-children rows. Bound to Enter.
expand_collapse,
/// Cycle the focused metric: liquid -> illiquid -> net_worth -> liquid.
metric_next,
/// Cycle the resolution: cascading -> daily -> weekly -> monthly -> cascading.
resolution_next,
/// Toggle inclusion of the cursor row in the compare selection set.
/// Disabled while a compare view is up. Bound to `s` and space.
compare_select,
/// Run compare if exactly 2 rows are selected (otherwise status
/// hint), or exit an active compare view. Bound to `c`.
compare_commit,
/// Cancel compare: drop active compare view if up, else clear
/// pending selections. No-op when nothing is active. Bound to Esc.
compare_cancel,
};
// ── Tab-private state ─────────────────────────────────────────
/// Backing resources for the history tab's active compare view.
///
/// Both endpoints are tracked independently. Snapshot endpoints own
/// their `SnapshotSide` (which includes the snapshot bytes the
/// HoldingMap keys borrow from). Live endpoints own only a
/// `HoldingMap`; the map's keys borrow from `App.portfolio`, which
/// outlives this struct.
///
/// Deinit order is important: the `CompareView` must be deinit'd
/// before these resources, because the view's `symbols` slice contains
/// `SymbolChange.symbol` strings that borrow from one of the maps
/// (the "then" side, per `buildCompareView`).
pub const CompareResources = struct {
then_snap: ?compare_core.SnapshotSide = null,
now_snap: ?compare_core.SnapshotSide = null,
then_live_map: ?compare_view.HoldingMap = null,
now_live_map: ?compare_view.HoldingMap = null,
pub fn deinit(self: *CompareResources, allocator: std.mem.Allocator) void {
if (self.then_snap) |*s| s.deinit(allocator);
if (self.now_snap) |*s| s.deinit(allocator);
if (self.then_live_map) |*m| m.deinit();
if (self.now_live_map) |*m| m.deinit();
}
};
pub const State = struct {
/// Whether `activate` has populated the timeline (or set
/// `disabled`). Distinct from `timeline != null` because
/// failed/empty fetches still mark loaded.
loaded: bool = false,
/// Loaded timeline + series (owned). Null when not loaded
/// or when the load failed.
tl: ?history.LoadedTimeline = null,
/// Cursor position in the recent-snapshots table.
cursor: usize = 0,
/// Compare-mode selection slots. Up to two row indices may
/// be selected; commit-compare requires exactly two.
selections: [2]?usize = .{ null, null },
/// Active compare view. When non-null, the history tab
/// renders a `CompareView` instead of the timeline.
compare_view: ?compare_view.CompareView = null,
/// Backing storage for `compare_view`. Owned by State;
/// freed via `clearCompareView`.
compare_resources: ?CompareResources = null,
/// Set during `buildStyledLines`; consumed by the key
/// handler's cursor-visibility logic and click hit-tests.
/// First display line of the recent-snapshots table.
table_first_line: usize = 0,
/// Number of rows in the recent-snapshots table (post-aggregation).
table_row_count: usize = 0,
/// Currently displayed metric (cycles via `metric_next`).
metric: timeline.Metric = .liquid,
/// Forced resolution for the history table + chart. Null means
/// "use the cascading default chosen by `selectResolution`";
/// the user cycles this with `resolution_next` ('t' by default).
resolution: ?timeline.Resolution = null,
/// Per-bucket expansion set. Keyed by `BucketKey` (tier + days)
/// to disambiguate edge-aligned parents and children. Initialized
/// in `init` (requires an allocator).
// SAFETY: overwritten by `init()` before any read; the framework
// contract guarantees `init` runs before `activate`/draw paths.
expanded_buckets: std.AutoHashMap(BucketKey, void) = undefined,
};
// ── Tab framework contract ────────────────────────────────────
pub const meta: framework.TabMeta(Action) = .{
.label = "History",
.default_bindings = &.{
.{ .action = .expand_collapse, .key = .{ .codepoint = vaxis.Key.enter } },
.{ .action = .metric_next, .key = .{ .codepoint = 'm' } },
.{ .action = .resolution_next, .key = .{ .codepoint = 't' } },
.{ .action = .compare_select, .key = .{ .codepoint = 's' } },
.{ .action = .compare_select, .key = .{ .codepoint = vaxis.Key.space } },
.{ .action = .compare_commit, .key = .{ .codepoint = 'c' } },
.{ .action = .compare_cancel, .key = .{ .codepoint = vaxis.Key.escape } },
},
.action_labels = std.enums.EnumArray(Action, []const u8).init(.{
.expand_collapse = "Expand/collapse bucket",
.metric_next = "Cycle metric",
.resolution_next = "Cycle resolution",
.compare_select = "Toggle compare selection",
.compare_commit = "Compare selected rows",
.compare_cancel = "Cancel compare",
}),
.status_hints = &.{
.metric_next,
.resolution_next,
},
};
pub const tab = struct {
pub const ActionT = Action;
pub const StateT = State;
pub fn init(state: *State, app: *App) !void {
state.* = .{
.expanded_buckets = std.AutoHashMap(BucketKey, void).init(app.allocator),
};
}
pub fn deinit(state: *State, app: *App) void {
freeLoaded(state, app);
state.expanded_buckets.deinit();
state.* = .{};
}
pub fn activate(state: *State, app: *App) !void {
if (state.loaded) return;
// History reads `app.portfolio.summary` and `.file`,
// both populated synchronously by pd.load at App init.
loadData(state, app);
}
pub const deactivate = framework.noopDeactivate(State);
pub fn reload(state: *State, app: *App) !void {
state.loaded = false;
freeLoaded(state, app);
loadData(state, app);
}
/// Drop cached timeline and compare view on portfolio reload.
/// `state.tl` borrows symbol strings from the previous
/// portfolio's memory, and `compare_resources.then_live_map`
/// / `now_live_map` borrow keys from `app.portfolio` - all
/// of which `pd.reload` is about to free. Drop them now.
///
/// Deliberately does NOT eager-rebuild, even when this tab
/// is active. The reload broadcast fires BEFORE pd.reload
/// resets the portfolio arena; rebuilding now would store
/// borrowed pointers that get freed seconds later. The
/// orchestrator (portfolio_tab.reloadPortfolioFile) calls
/// `app.loadTabData()` AFTER pd.reload completes, which
/// re-activates the active tab against fresh data.
///
/// Selections + cursor are reset because the row indices
/// they refer to may no longer be valid after the new
/// timeline is loaded (different snapshot count, etc.).
pub fn onPortfolioReload(state: *State, app: *App) void {
freeLoaded(state, app);
state.loaded = false;
state.cursor = 0;
state.selections = .{ null, null };
state.table_first_line = 0;
state.table_row_count = 0;
state.expanded_buckets.clearRetainingCapacity();
}
pub const tick = framework.noopTick(State);
pub fn handleAction(state: *State, app: *App, action: Action) void {
switch (action) {
.expand_collapse => _ = toggleTierAtCursor(state, app),
.metric_next => cycleMetric(state),
.resolution_next => cycleResolution(state),
.compare_select => {
// Disabled while a compare view is up - Esc to return first.
if (state.compare_view != null) return;
if (state.table_row_count == 0) return;
toggleSelection(state, app, state.cursor);
},
.compare_commit => {
// If a compare view is up, treat `c` as toggle-off
// (mirrors Esc semantics on this tab).
if (state.compare_view != null) {
clearCompareView(state, app);
clearSelections(state);
app.setStatus("");
return;
}
commitCompare(state, app);
},
.compare_cancel => {
// Esc semantics: drop active compare view if up,
// else clear pending selections, else no-op.
if (state.compare_view != null) {
clearCompareView(state, app);
clearSelections(state);
app.setStatus("");
return;
}
if (selectionCount(state) > 0) {
clearSelections(state);
app.setStatus("");
}
},
}
}
/// History is disabled when no portfolio is loaded - the
/// history/ subdirectory is derived from the portfolio path.
/// Same predicate as analysis_tab and projections_tab.
pub fn isDisabled(app: *App) bool {
return app.portfolio.file == null;
}
/// Sync the cursor to the new scroll extreme.
pub fn onScroll(state: *State, app: *App, where: framework.ScrollEdge) void {
_ = app;
switch (where) {
.top => state.cursor = 0,
.bottom => {
if (state.table_row_count > 0) {
state.cursor = state.table_row_count - 1;
}
},
}
}
/// Cursor navigation in the recent-snapshots table. Disabled
/// during compare view mode (Esc/`c` returns first); also no-op
/// when the table is empty (returns false so the framework
/// falls through to viewport scroll).
pub fn onCursorMove(state: *State, app: *App, delta: isize) bool {
if (state.compare_view != null) return false;
if (state.table_row_count == 0) return false;
stepCursor(&state.cursor, state.table_row_count, delta);
ensureCursorVisible(state, &app.scroll_offset, app.visible_height);
return true;
}
/// Mouse wheel: always scroll the viewport, never move the
/// cursor. Keeps wheel-as-look-around and cursor-as-pointer
/// distinct. The framework falls through to viewport scroll
/// when this returns false.
pub fn onWheelMove(state: *State, app: *App, delta: isize) bool {
_ = state;
_ = app;
_ = delta;
return false;
}
/// Mouse handling: a left-click on a row moves the cursor and
/// toggles tier expansion (no-op for non-tier rows). Returns
/// `true` if the click landed on a data row in the recent-
/// snapshots table; `false` otherwise (caller falls through
/// to global mouse handling - wheel scroll, tab-bar clicks,
/// etc.). Disabled during compare-view mode.
pub fn handleMouse(state: *State, app: *App, mouse: vaxis.Mouse) bool {
if (mouse.button != .left) return false;
if (mouse.type != .press) return false;
if (state.compare_view != null) return false;
const content_row = @as(usize, @intCast(mouse.row)) + app.scroll_offset;
if (content_row < state.table_first_line) return false;
if (state.table_row_count == 0) return false;
const row_idx = content_row - state.table_first_line;
if (row_idx >= state.table_row_count) return false;
// Move the cursor to the clicked row, then try to toggle
// if it's a tier header. Both outcomes consume the click.
state.cursor = row_idx;
_ = toggleTierAtCursor(state, app);
return true;
}
};
fn stepCursor(cursor: *usize, row_count: usize, direction: isize) void {
if (direction > 0) {
if (row_count > 0 and cursor.* < row_count - 1) cursor.* += 1;
} else {
if (cursor.* > 0) cursor.* -= 1;
}
}
fn ensureCursorVisible(state: *const State, scroll_offset: *usize, visible_height: usize) void {
const cursor_line = state.table_first_line + state.cursor;
if (cursor_line < scroll_offset.*) scroll_offset.* = cursor_line;
if (cursor_line >= scroll_offset.* + visible_height) {
scroll_offset.* = cursor_line - visible_height + 1;
}
}
/// Composite key for `State.expanded_buckets`. Keying by
/// `bucket_start.days` alone collides on edge-aligned parents
/// and children - e.g. yearly 2024 starts on 2024-01-01, and so
/// does its child quarterly Q1 2024. Tagging by tier
/// disambiguates so expanding the parent doesn't auto-expand
/// the child.
pub const BucketKey = struct {
tier: timeline.Tier,
days: i32,
};
fn keyFor(b: timeline.TierBucket) BucketKey {
return .{ .tier = b.tier, .days = b.bucket_start.days };
}
fn keyForRow(row: TableRow) ?BucketKey {
const t = row.tier orelse return null;
const start = row.bucket_start orelse return null;
return .{ .tier = t, .days = start.days };
}
// ── Data loading ──────────────────────────────────────────────
pub fn loadData(state: *State, app: *App) void {
state.loaded = true;
freeLoaded(state, app);
const portfolio_path = app.anchorPath() orelse {
app.setStatus("History tab requires a loaded portfolio");
return;
};
state.tl = history.loadTimeline(app.io, app.allocator, portfolio_path) catch {
app.setStatus("Failed to read history/ directory");
return;
};
if (state.tl.?.loaded.snapshots.len == 0) {
freeLoaded(state, app);
app.setStatus("No snapshots in history/ (run: zfin snapshot)");
}
}
/// Release the loaded timeline (if any).
pub fn freeLoaded(state: *State, app: *App) void {
if (state.tl) |*tl| {
tl.deinit();
state.tl = null;
}
clearCompareView(state, app);
}
/// Clear the compare-view state (selections are preserved).
fn clearCompareView(state: *State, app: *App) void {
if (state.compare_view) |*cv| {
cv.deinit(app.allocator);
state.compare_view = null;
}
if (state.compare_resources) |*res| {
res.deinit(app.allocator);
state.compare_resources = null;
}
}
/// Cycle the displayed metric: liquid -> illiquid -> net_worth -> liquid.
pub fn cycleMetric(state: *State) void {
state.metric = switch (state.metric) {
.liquid => .illiquid,
.illiquid => .net_worth,
.net_worth => .liquid,
};
}
/// Cycle resolution: cascading -> daily -> weekly -> monthly -> cascading.
pub fn cycleResolution(state: *State) void {
state.resolution = switch (state.resolution orelse {
// null means "default" - i.e. cascading. Step to daily.
state.resolution = .daily;
return;
}) {
.cascading => .daily,
.daily => .weekly,
.weekly => .monthly,
.monthly => null, // back to cascading default
};
}
/// If the cursor is on an expandable (non-daily, non-live)
/// bucket row, toggle its expanded state. Returns true if a
/// toggle happened (so the caller knows to consume the keypress
/// and trigger a redraw).
pub fn toggleTierAtCursor(state: *State, app: *App) bool {
var arena_state = std.heap.ArenaAllocator.init(app.allocator);
defer arena_state.deinit();
const arena = arena_state.allocator();
const rows = collectTableRows(arena, state, app) catch return false;
if (state.cursor >= rows.len) return false;
const row = rows[state.cursor];
// Only buckets with a finer tier are expandable. Live rows,
// daily rows, and rows without bucket_start are not.
if (!row.has_children) return false;
const key = keyForRow(row) orelse return false;
if (state.expanded_buckets.contains(key)) {
_ = state.expanded_buckets.remove(key);
} else {
state.expanded_buckets.put(key, {}) catch return false;
}
return true;
}
// ── Compare selection model ──────────────────────────────────
/// Returns the number of currently selected rows (0, 1, or 2).
fn selectionCount(state: *const State) usize {
var n: usize = 0;
for (state.selections) |s| {
if (s != null) n += 1;
}
return n;
}
/// Returns true if row `idx` is currently selected.
fn isSelected(state: *const State, idx: usize) bool {
for (state.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(state: *State, app: *App, idx: usize) void {
// Already selected? Remove.
for (&state.selections) |*slot| {
if (slot.*) |v| {
if (v == idx) {
slot.* = null;
setSelectionStatus(state, app);
return;
}
}
}
// Find an empty slot.
for (&state.selections) |*slot| {
if (slot.* == null) {
slot.* = idx;
setSelectionStatus(state, 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(state: *State) void {
state.selections = .{ null, null };
}
fn setSelectionStatus(state: *const State, app: *App) void {
const n = selectionCount(state);
if (n == 0) {
app.setStatus("");
return;
}
var arena_state = std.heap.ArenaAllocator.init(app.allocator);
defer arena_state.deinit();
const arena = arena_state.allocator();
const c_keys = app.keysForTabAction(arena, "history", "compare_commit") catch return;
var buf: [128]u8 = undefined;
const msg = formatSelectionStatus(&buf, n, c_keys[0]) catch return;
app.setStatus(msg);
}
/// Format the selection-count status message. Pure function over
/// (count, commit_key). Returns a slice of `buf`.
pub fn formatSelectionStatus(buf: []u8, count: usize, commit_key: []const u8) std.fmt.BufPrintError![]const u8 {
return switch (count) {
1 => std.fmt.bufPrint(buf, "Selected 1 row - select one more + press '{s}' to compare", .{commit_key}),
2 => std.fmt.bufPrint(buf, "Selected 2 rows - press '{s}' to compare", .{commit_key}),
else => unreachable,
};
}
/// Format the "select N rows" status hint shown by `commitCompare`
/// when the user presses commit with too few rows selected. Pure
/// function over (count, select_key, commit_key).
pub fn formatCompareNeedMore(buf: []u8, count: usize, select_key: []const u8, commit_key: []const u8) std.fmt.BufPrintError![]const u8 {
return if (count == 0)
std.fmt.bufPrint(buf, "Select two rows with '{s}' (or space), then press '{s}' to compare", .{ select_key, commit_key })
else
std.fmt.bufPrint(buf, "Select one more row with '{s}' (or space), then press '{s}' to compare", .{ select_key, commit_key });
}
/// Format the "Comparing - ... to return" status set when a
/// compare view becomes active. Pure function over the two keys.
pub fn formatCompareActiveStatus(buf: []u8, cancel_key: []const u8, commit_key: []const u8) std.fmt.BufPrintError![]const u8 {
return std.fmt.bufPrint(buf, "Comparing - {s} or '{s}' to return to timeline", .{ cancel_key, commit_key });
}
/// Format the parenthetical key hint shown in the recent-snapshots
/// table header. Pure function over the resolved keys; allocates
/// in `arena`.
pub fn formatTableHeaderHint(
arena: std.mem.Allocator,
j_key: []const u8,
k_key: []const u8,
enter_key: []const u8,
select_key: []const u8,
commit_key: []const u8,
) ![]const u8 {
return std.fmt.allocPrint(
arena,
"({s}/{s}: move, {s}: expand/collapse, {s}/space: select, {s}: compare)",
.{ j_key, k_key, enter_key, select_key, commit_key },
);
}
/// Format the footer hint shown at the bottom of an active compare
/// view. Pure function; allocates in `arena`.
pub fn formatCompareFooterHint(
arena: std.mem.Allocator,
cancel_key: []const u8,
commit_key: []const u8,
) ![]const u8 {
return std.fmt.allocPrint(arena, " {s} or '{s}' to return to timeline", .{ cancel_key, commit_key });
}
// ── 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(state: *State, app: *App) void {
const sel_count = selectionCount(state);
if (sel_count < 2) {
var arena_state = std.heap.ArenaAllocator.init(app.allocator);
defer arena_state.deinit();
const arena = arena_state.allocator();
const s_keys = app.keysForTabAction(arena, "history", "compare_select") catch return;
const c_keys = app.keysForTabAction(arena, "history", "compare_commit") catch return;
var buf: [192]u8 = undefined;
const msg = formatCompareNeedMore(&buf, sel_count, s_keys[0], c_keys[0]) catch return;
app.setStatus(msg);
return;
}
// At this point both slots are filled.
const sel_a = state.selections[0].?;
const sel_b = state.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(state, app, sel_a, sel_b) catch |err| {
var msg_buf: [128]u8 = undefined;
// Translate the most common failure modes into actionable
// messages. We already short-circuit imported-only rows
// inside `buildCompareFromSelections`, so reaching the
// FileNotFound arm here means a snapshot the row claimed
// to have got moved or deleted between row collection
// and snapshot load.
const msg = switch (err) {
error.FileNotFound => "Compare failed: snapshot file is missing",
else => std.fmt.bufPrint(&msg_buf, "Compare failed: {s}", .{@errorName(err)}) catch "Compare failed",
};
app.setStatus(msg);
clearCompareView(state, app);
};
}
/// Build + stash the compare view from two selected row indices.
fn buildCompareFromSelections(state: *State, 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, state, app);
if (rows.len == 0 or sel_a >= rows.len or sel_b >= rows.len) {
app.setStatus("Stale selection - please re-select");
clearSelections(state);
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;
// Imported-only rows have no on-disk snapshot - the historical
// value came from `imported_values.srf`, not a real portfolio
// snapshot. We can't build a per-symbol compare from that
// (no lots, no per-symbol prices). Bail out with a friendly
// status before we try (and fail) to open the snapshot file.
if (older.imported_only or newer.imported_only) {
app.setStatus("Cannot compare: imported-only history has no per-symbol detail");
clearSelections(state);
return;
}
// Build up the resources + maps for each side.
var resources: CompareResources = .{};
errdefer resources.deinit(app.allocator);
const portfolio_path = app.anchorPath() orelse {
app.setStatus("No portfolio loaded - can't build compare");
return error.PortfolioLoadFailed;
};
const hist_dir = try history.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.io, 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.io, 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;
// Opt-in: bring a snapshot "then" side into the current split basis
// (mirrors the CLI). Skipped when "then" is the live portfolio,
// which is already effective-share. No-op unless the split opt-in
// is set in metadata.srf.
if (!older.is_live) {
compare_core.adjustThenForSplits(app.svc, app.allocator, then_map_ptr, portfolio_path, older.date, newer.date);
}
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.
// Bucket-aware labels: when either selected row was a tier
// bucket (weekly/monthly/quarterly/yearly), render
// "Q1 2025 (ended 2025-03-28)" instead of the bare ISO date.
// Allocates into app.allocator; CompareView.deinit frees.
var cv_with_labels = cv;
cv_with_labels.then_label = try compare_view.buildBucketLabel(
app.allocator,
older.tier,
older.bucket_start,
older.date,
older.is_live,
);
cv_with_labels.now_label = try compare_view.buildBucketLabel(
app.allocator,
newer.tier,
newer.bucket_start,
newer.date,
newer.is_live,
);
// Commit: install both onto State. From this point onwards State
// owns them and clearCompareView handles teardown.
clearCompareView(state, app);
state.compare_view = cv_with_labels;
state.compare_resources = resources;
const cancel_keys = try app.keysForTabAction(arena, "history", "compare_cancel");
const commit_keys = try app.keysForTabAction(arena, "history", "compare_commit");
var status_buf: [128]u8 = undefined;
const msg = formatCompareActiveStatus(&status_buf, cancel_keys[0], commit_keys[0]) catch "Comparing - return to timeline";
app.setStatus(msg);
}
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 });
}
}
// ── 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.
///
/// `tier`, when set on a non-header row, identifies which tier
/// the bucket belongs to (used to render a date label like
/// "W of YYYY-MM-DD" / "Q1 YYYY") and to decide drill-down
/// behavior.
///
/// `imported_only` flags rows where illiquid/net_worth are
/// unavailable (data came from imported_values.srf). Renderers
/// substitute `—` for those cells.
///
/// `expanded` and `has_children` drive the per-bucket drill-down.
/// A non-daily bucket can be expanded (clicked / Enter on cursor)
/// to reveal its child buckets at the next-finer tier.
///
/// `indent` is how deep the row sits in the drill-down tree
/// (0 = top-level, 1 = first drill-down level, etc.). The
/// renderer uses this to indent the date column visually.
///
/// `tier_header` is retained for API compatibility but no
/// longer populated by the cascading collector - every row in
/// the new model is a bucket row.
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,
/// Deprecated - always null in the cascading collector. Kept
/// for compatibility with older test fixtures.
tier_header: ?TierHeader = null,
tier: ?timeline.Tier = null,
imported_only: bool = false,
bucket_start: ?zfin.Date = null,
bucket_end: ?zfin.Date = null,
/// True when the user has expanded this bucket. Daily and
/// imported_only-only buckets cannot be expanded.
expanded: bool = false,
/// True when this bucket has a finer-tier breakdown
/// available (any non-daily tier has children).
has_children: bool = false,
/// Drill-down depth. 0 for top-level rows; >0 for rows
/// emitted as children of an expanded bucket.
indent: u8 = 0,
};
/// Tier header metadata. Rendering displays a chevron + tier
/// label + bucket count.
pub const TierHeader = struct {
tier: timeline.Tier,
collapsed: bool,
bucket_count: u32,
};
/// 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, state: *const State, app: *const App) ![]TableRow {
const timeline_opt = state.tl;
if (timeline_opt == null) return &.{};
const series = timeline_opt.?.series;
if (series.points.len == 0) return &.{};
// Resolution dispatch:
// - explicit non-cascading: use the legacy flat-aggregation
// path (preserves existing behavior for daily/weekly/monthly).
// - explicit cascading OR null (default): build the tiered view.
const explicit = state.resolution;
const use_cascading = explicit == null or explicit.? == .cascading;
if (!use_cascading) {
return collectFlatTableRows(arena, app, series, explicit.?);
}
return collectCascadingTableRows(arena, state, app, series);
}
/// Legacy path: flat aggregation by single resolution. Preserved
/// for `--resolution daily/weekly/monthly` invocations.
fn collectFlatTableRows(
arena: std.mem.Allocator,
app: *const App,
series: timeline.TimelineSeries,
resolution: timeline.Resolution,
) ![]TableRow {
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);
}
/// New path: cascading aggregation. Produces a flat row list
/// where each top-level bucket is its own row; expanded buckets
/// are followed by their child buckets at the next-finer tier
/// (recursively, so an expanded year reveals quarters which can
/// reveal months which can reveal weeks which can reveal days).
///
/// Daily rows for the last 14 days are top-level (no parent
/// bucket - they're already at leaf granularity).
fn collectCascadingTableRows(
arena: std.mem.Allocator,
state: *const State,
app: *const App,
series: timeline.TimelineSeries,
) ![]TableRow {
const ts = try timeline.aggregateCascading(arena, series.points, app.today);
// Live row (today's live state) - same as flat path.
const live_opt = buildLiveRowFromCascading(app, ts.buckets);
var list: std.ArrayList(TableRow) = .empty;
try list.ensureTotalCapacity(arena, ts.buckets.len + 8);
if (live_opt) |live| try list.append(arena, live);
// Pre-compute Δs for the top-level buckets so each row
// shows "this bucket vs. its older neighbor."
const top_deltas = try timeline.computeBucketDeltas(arena, ts.buckets);
for (ts.buckets, 0..) |b, idx| {
const d = top_deltas[idx];
const expanded = state.expanded_buckets.contains(keyFor(b));
try list.append(arena, .{
.date = b.representative_date,
.is_live = false,
.liquid = b.liquid,
.illiquid = b.illiquid,
.net_worth = b.net_worth,
.d_liquid = d.delta_liquid,
.d_illiquid = d.delta_illiquid,
.d_net_worth = d.delta_net_worth,
.tier_header = null,
.tier = b.tier,
.imported_only = b.imported_only,
.bucket_start = b.bucket_start,
.bucket_end = b.bucket_end,
.expanded = expanded,
.has_children = timeline.finerTier(b.tier) != null,
.indent = 0,
});
if (expanded) {
try emitChildren(arena, state, series.points, b, &list, 1);
}
}
return list.toOwnedSlice(arena);
}
/// Recursively emit child rows for a parent bucket. Used both
/// at top level and when a child is itself expanded.
fn emitChildren(
arena: std.mem.Allocator,
state: *const State,
series: []const timeline.TimelinePoint,
parent: timeline.TierBucket,
list: *std.ArrayList(TableRow),
indent: u8,
) !void {
const children = try timeline.childBuckets(arena, parent);
if (children.len == 0) return;
const child_deltas = try timeline.computeBucketDeltas(arena, children);
// The oldest child gets a null Δ from `computeBucketDeltas`
// because there's no older neighbor inside the local slice.
// But within the wider series there usually IS an older
// point (just before `parent.bucket_start`); use it so the
// bottom row shows a meaningful Δ instead of greyed-out null.
// Only the very-first data point in the entire series should
// legitimately have a null Δ.
const oldest_idx = children.len - 1;
const oldest = children[oldest_idx];
const prior_opt = priorPointBefore(series, oldest.bucket_start);
const oldest_delta: timeline.BucketDelta = if (prior_opt) |prior| blk: {
const dl: ?f64 = oldest.liquid - prior.liquid;
// Imported-only crossings still null out illiquid /
// net_worth Δs.
const cross_imported = oldest.imported_only or prior.source == .imported;
const di: ?f64 = if (cross_imported) null else oldest.illiquid - prior.illiquid;
const dn: ?f64 = if (cross_imported) null else oldest.net_worth - prior.net_worth;
break :blk .{ .delta_liquid = dl, .delta_illiquid = di, .delta_net_worth = dn };
} else child_deltas[oldest_idx];
for (children, 0..) |c, idx| {
const d = if (idx == oldest_idx) oldest_delta else child_deltas[idx];
const expanded = state.expanded_buckets.contains(keyFor(c));
try list.append(arena, .{
.date = c.representative_date,
.is_live = false,
.liquid = c.liquid,
.illiquid = c.illiquid,
.net_worth = c.net_worth,
.d_liquid = d.delta_liquid,
.d_illiquid = d.delta_illiquid,
.d_net_worth = d.delta_net_worth,
.tier_header = null,
.tier = c.tier,
.imported_only = c.imported_only,
.bucket_start = c.bucket_start,
.bucket_end = c.bucket_end,
.expanded = expanded,
.has_children = timeline.finerTier(c.tier) != null,
.indent = indent,
});
if (expanded and timeline.finerTier(c.tier) != null) {
try emitChildren(arena, state, series, c, list, indent + 1);
}
}
}
/// Find the most recent series point with `as_of_date < target`.
/// Returns null when `target` precedes every point in the series
/// - i.e., this would be the very first data point overall, the
/// only case where a null Δ is correct.
///
/// `series` is date-ascending (built that way by
/// `timeline.buildMergedSeries`); we walk backward from the end
/// for an early exit on typical drill-down workloads where the
/// target is recent.
fn priorPointBefore(series: []const timeline.TimelinePoint, target: zfin.Date) ?timeline.TimelinePoint {
var i: usize = series.len;
while (i > 0) {
i -= 1;
if (series[i].as_of_date.days < target.days) return series[i];
}
return null;
}
/// Build the live row for the cascading path. Uses the newest
/// bucket (typically a daily bucket) as the comparison anchor.
fn buildLiveRowFromCascading(app: *const App, buckets: []const timeline.TierBucket) ?TableRow {
if (app.portfolio.file == null) return null;
const summary = app.portfolio.summary orelse return null;
const liquid = summary.total_value;
const illiquid = app.portfolio.file.?.totalIlliquid(app.today);
const net_worth = liquid + illiquid;
var d_liquid: ?f64 = null;
var d_illiquid: ?f64 = null;
var d_net_worth: ?f64 = null;
if (buckets.len > 0) {
const b = buckets[0];
d_liquid = liquid - b.liquid;
if (!b.imported_only) {
d_illiquid = illiquid - b.illiquid;
d_net_worth = net_worth - b.net_worth;
}
}
return .{
.date = app.today,
.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,
};
}
/// 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.file == null) return null;
const summary = app.portfolio.summary orelse return null;
const liquid = summary.total_value;
const illiquid = app.portfolio.file.?.totalIlliquid(app.today);
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 = app.today,
.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(state: *State, app: *App, arena: std.mem.Allocator) ![]const StyledLine {
// Compare mode short-circuits the timeline render.
if (state.compare_view) |cv| {
// Compare view doesn't populate table metadata; reset so the
// cursor state remains sensible if the user exits back.
const cancel_keys = try app.keysForTabAction(arena, "history", "compare_cancel");
const commit_keys = try app.keysForTabAction(arena, "history", "compare_commit");
const footer = try formatCompareFooterHint(arena, cancel_keys[0], commit_keys[0]);
return renderCompareLines(arena, app.theme, cv, footer);
}
const rows = try collectTableRows(arena, state, app);
// Resolve key bindings for the table-header hint so the displayed
// keys reflect the user's actual keymap (defaults or overridden).
const enter_keys = try app.keysForTabAction(arena, "history", "expand_collapse");
const select_keys = try app.keysForTabAction(arena, "history", "compare_select");
const commit_keys = try app.keysForTabAction(arena, "history", "compare_commit");
const j_keys = try app.keysForGlobal(arena, .select_next);
const k_keys = try app.keysForGlobal(arena, .select_prev);
const table_hint = try formatTableHeaderHint(
arena,
j_keys[0],
k_keys[0],
enter_keys[0],
select_keys[0],
commit_keys[0],
);
const result = try renderHistoryLinesFull(
arena,
app.theme,
if (state.tl) |tl| tl.series else null,
state.metric,
state.resolution,
rows,
state.cursor,
state.selections,
table_hint,
);
// Stash table metadata on State for the event handler's cursor-
// visibility logic and the click hit-test.
state.table_first_line = result.table_first_line;
state.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) {
state.cursor = 0;
} else if (state.cursor >= result.table_row_count) {
state.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 },
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,
/// Optional override for the parenthetical key hints in the
/// "Recent snapshots" header. When null, falls back to the
/// default-keymap literal. Pass an arena-allocated string from
/// `buildStyledLines` for live-resolved keys.
table_header_hint: ?[]const u8,
) !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.
// For illiquid / net_worth, skip imported-only points so the
// line is visually absent in the imported-only range rather
// than hugging zero.
var candles_list: std.ArrayList(zfin.Candle) = .empty;
try candles_list.ensureTotalCapacity(arena, points.len);
const skip_imported = (focus_metric == .illiquid) or (focus_metric == .net_worth);
for (points) |p| {
if (skip_imported and p.source == .imported) continue;
const value = extractOne(p, focus_metric);
try candles_list.append(arena, .{
.date = p.as_of_date,
.open = value,
.high = value,
.low = value,
.close = value,
.adj_close = value,
.volume = 0,
});
}
const candles = candles_list.items;
try tui.renderBrailleToStyledLines(arena, &lines, candles, th);
try lines.append(arena, .{ .text = "", .style = th.contentStyle() });
// ── Recent snapshots table ───────────────────────────────────
// Resolve the displayed resolution label: explicit override
// wins, otherwise default is cascading (matches the
// rendering in `collectTableRows`).
const resolution: timeline.Resolution = if (resolution_override) |r| r else .cascading;
var rlabel_buf: [32]u8 = undefined;
const rlabel = view.fmtResolutionLabel(&rlabel_buf, resolution_override, resolution);
const hint_text = table_header_hint orelse "(j/k: move, enter: expand/collapse, s/space: select, c: compare)";
const table_header = try std.fmt.allocPrint(
arena,
" Recent snapshots {s} {s}",
.{ rlabel, hint_text },
);
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; "Date" itself indented 2 more chars so the column
// text aligns with bucket date labels (which carry a 2-space
// chevron-or-spacer prefix). 28-col slot matches `fmtTableRow`.
const header_line = try std.fmt.allocPrint(
arena,
" {s:<28} {s:>31} {s:>31} {s:>31}",
.{ " 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 (snapshot-to-snapshot Δ)", .style = th.headerStyle() });
const header_line = try std.fmt.allocPrint(
arena,
" {s:<12} {s:>18} {s:>10} {s:>10}",
.{ "", "Δ", "%", "% / yr" },
);
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;
var abuf: [16]u8 = undefined;
const cells = view.buildWindowRowCells(row, &dbuf, &pbuf, &abuf);
const text = try std.fmt.allocPrint(
arena,
" {s:<12} {s:>18} {s:>10} {s:>10}",
.{ cells.label, cells.delta_str, cells.pct_str, cells.ann_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.
///
/// All rows align column-for-column regardless of drill-down depth:
/// the value cells (Liquid/Illiquid/Net Worth) sit at fixed column
/// positions so their closing `)` characters line up vertically
/// across the whole table.
///
/// Drill-down depth is conveyed inside the date column only - by
/// indenting the chevron+label within the 20-byte date slot. The
/// trade-off: if a deeply-drilled label overflows 20 bytes (e.g.
/// ` ▶ W of 2024-03-31`), the value columns shift right just
/// for that row. We mitigate by capping the per-level indent at
/// 2 columns and shrinking the slot use.
fn fmtTableRow(arena: std.mem.Allocator, row: TableRow, selected: bool) ![]const u8 {
// Legacy: tier_header rows (now unused). Kept so old test
// fixtures still render something sensible.
if (row.tier_header) |th| {
const chevron: []const u8 = if (th.collapsed) "" else "";
return std.fmt.allocPrint(
arena,
" {s} {s} ({d})",
.{ chevron, @tagName(th.tier), th.bucket_count },
);
}
var date_buf: [40]u8 = undefined;
var liq_cell_buf: [64]u8 = undefined;
var ill_cell_buf: [64]u8 = undefined;
var nw_cell_buf: [64]u8 = undefined;
// Build the date cell content. Drill-down depth is shown by
// leading spaces *inside* the date slot, NOT by indenting
// the whole row - so values stay aligned column-for-column.
const date_s: []const u8 = if (row.is_live)
// Write into `date_buf` so the in-place padding below
// can extend it.
std.fmt.bufPrint(&date_buf, " today", .{}) catch " today"
else if (row.tier) |t| blk: {
var inner_buf: [32]u8 = undefined;
// Bucket rows from cascading mode carry `bucket_start`;
// legacy daily rows from flat-resolution don't, so we
// fall back to `row.date` (the row's representative
// date - same value as bucket_start for daily buckets).
const start = row.bucket_start orelse row.date;
const lbl = timeline.formatBucketLabel(&inner_buf, t, start);
// Compute indent prefix: 2 spaces per indent level, capped
// at 16 to keep the date cell from blowing past its 28-col
// budget. (Trees go 4-5 levels max in practice.)
const indent_pool = " "; // 16 spaces
const indent_cols = @min(@as(usize, row.indent) * 2, indent_pool.len);
const lead = indent_pool[0..indent_cols];
if (row.has_children) {
const chev: []const u8 = if (row.expanded) "" else "";
break :blk std.fmt.bufPrint(
&date_buf,
"{s}{s} {s}",
.{ lead, chev, lbl },
) catch lbl;
}
// No expand chevron: 2 leading spaces (to align with
// chevron-bearing rows at the same indent level).
break :blk std.fmt.bufPrint(
&date_buf,
"{s} {s}",
.{ lead, lbl },
) catch lbl;
} else blk: {
break :blk std.fmt.bufPrint(&date_buf, " {f}", .{row.date}) catch "????-??-??";
};
const liq_cell = view.fmtValueDeltaCell(&liq_cell_buf, row.liquid, row.d_liquid, view.table_cell_width);
const ill_cell = if (row.imported_only)
fmt.centerDash(&ill_cell_buf, view.table_cell_width)
else
view.fmtValueDeltaCell(&ill_cell_buf, row.illiquid, row.d_illiquid, view.table_cell_width);
const nw_cell = if (row.imported_only)
fmt.centerDash(&nw_cell_buf, view.table_cell_width)
else
view.fmtValueDeltaCell(&nw_cell_buf, row.net_worth, row.d_net_worth, view.table_cell_width);
const marker: []const u8 = if (selected) "* " else " ";
// Pad date_s to a consistent *display* width of 28 columns
// (wide enough to fit the deepest drilldown label, which is
// ` ▶ W of YYYY-MM-DD` ~ 25 cols when fully drilled).
// Zig's `{s:<N}` pads by bytes, which under-pads rows that
// contain the multi-byte chevron (▶/▼ are 3 bytes / 1 col);
// `fmt.padRightToCols` accounts for display width.
//
// `date_s` already lives at the start of `date_buf`, so the
// in-place pad just appends spaces after it.
const date_padded = fmt.padRightToCols(&date_buf, date_s, 28);
return std.fmt.allocPrint(
arena,
" {s}{s} {s} {s} {s}",
.{ marker, date_padded, liq_cell, ill_cell, nw_cell },
);
}
fn rowStyle(th: theme.Theme, row: TableRow, metric: timeline.Metric) vaxis.Cell.Style {
if (row.tier_header != null) return th.mutedStyle();
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,
footer_hint: []const u8,
) ![]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: [24]u8 = undefined;
const then_iso = std.fmt.bufPrint(&then_buf, "{f}", .{cv.then_date}) catch "????-??-??";
const now_iso = compare_view.nowLabel(cv, &now_buf);
// Prefer bucketed labels (e.g. "Q1 2025 (ended 2025-03-28)")
// when the caller supplied them; fall back to plain ISO dates.
const then_str = cv.then_label orelse then_iso;
const now_str = cv.now_label orelse now_iso;
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 = footer_hint,
.style = th.mutedStyle(),
});
return lines.toOwnedSlice(arena);
}
// ── Tests ─────────────────────────────────────────────────────────────
const testing = std.testing;
const Date = zfin.Date;
const snapshot = @import("../models/snapshot.zig");
test "formatSelectionStatus: count 1 includes commit key" {
var buf: [128]u8 = undefined;
const msg = try formatSelectionStatus(&buf, 1, "c");
try testing.expectEqualStrings("Selected 1 row - select one more + press 'c' to compare", msg);
}
test "formatSelectionStatus: count 2 includes commit key" {
var buf: [128]u8 = undefined;
const msg = try formatSelectionStatus(&buf, 2, "X");
try testing.expectEqualStrings("Selected 2 rows - press 'X' to compare", msg);
}
test "formatCompareNeedMore: count 0 says 'two rows'" {
var buf: [192]u8 = undefined;
const msg = try formatCompareNeedMore(&buf, 0, "s", "c");
try testing.expectEqualStrings("Select two rows with 's' (or space), then press 'c' to compare", msg);
}
test "formatCompareNeedMore: count 1 says 'one more row'" {
var buf: [192]u8 = undefined;
const msg = try formatCompareNeedMore(&buf, 1, "x", "y");
try testing.expectEqualStrings("Select one more row with 'x' (or space), then press 'y' to compare", msg);
}
test "formatCompareActiveStatus: includes both keys" {
var buf: [128]u8 = undefined;
const msg = try formatCompareActiveStatus(&buf, "Esc", "c");
try testing.expectEqualStrings("Comparing - Esc or 'c' to return to timeline", msg);
}
test "formatTableHeaderHint: includes all five keys" {
var arena_state = std.heap.ArenaAllocator.init(testing.allocator);
defer arena_state.deinit();
const arena = arena_state.allocator();
const msg = try formatTableHeaderHint(arena, "j", "k", "enter", "s", "c");
try testing.expectEqualStrings("(j/k: move, enter: expand/collapse, s/space: select, c: compare)", msg);
}
test "formatTableHeaderHint: respects rebound keys" {
var arena_state = std.heap.ArenaAllocator.init(testing.allocator);
defer arena_state.deinit();
const arena = arena_state.allocator();
const msg = try formatTableHeaderHint(arena, "down", "up", "space", "x", "y");
try testing.expectEqualStrings("(down/up: move, space: expand/collapse, x/space: select, y: compare)", msg);
}
test "formatCompareFooterHint: standard format" {
var arena_state = std.heap.ArenaAllocator.init(testing.allocator);
defer arena_state.deinit();
const arena = arena_state.allocator();
const msg = try formatCompareFooterHint(arena, "Esc", "c");
try testing.expectEqualStrings(" Esc or 'c' to return to timeline", msg);
}
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.indexOf(u8, l.text, "Change") != null) 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 },
null,
);
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, " Esc or 'c' to return to timeline");
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 date with (live) marker" {
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, " Esc or 'c' to return to timeline");
var saw_live_marker = false;
var saw_no_symbols = false;
for (lines) |l| {
if (std.mem.indexOf(u8, l.text, "2024-03-15 (live)") != null) saw_live_marker = true;
if (std.mem.indexOf(u8, l.text, "No symbols held throughout") != null) saw_no_symbols = true;
}
try testing.expect(saw_live_marker);
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, " Esc or 'c' to return to timeline");
for (lines) |l| {
try testing.expect(std.mem.indexOf(u8, l.text, "hidden") == null);
}
}
// Keep refAllDeclsRecursive happy
test {
_ = snapshot;
}
test "renderCompareLines: bucket labels override ISO dates in header" {
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(2025, 3, 28),
.now_date = Date.fromYmd(2026, 5, 8),
.days_between = 406,
.now_is_live = false,
.liquid = compare_view.buildTotalsRow(6_000_000, 8_000_000),
.symbols = &.{},
.held_count = 0,
.added_count = 0,
.removed_count = 0,
.then_label = "Q1 2025 (ended 2025-03-28)",
.now_label = null,
};
const lines = try renderCompareLines(a, th, cv, " Esc or 'c' to return to timeline");
var found_header = false;
for (lines) |l| {
if (std.mem.indexOf(u8, l.text, "Q1 2025 (ended 2025-03-28)") != null and
std.mem.indexOf(u8, l.text, "-> 2026-05-08") != null)
{
found_header = true;
break;
}
}
try testing.expect(found_header);
}
test "priorPointBefore: returns null for the very first data point" {
const points = [_]timeline.TimelinePoint{
.{
.as_of_date = Date.fromYmd(2014, 7, 3),
.net_worth = 1_280_000,
.liquid = 1_280_000,
.illiquid = 0,
.accounts = &.{},
.tax_types = &.{},
.source = .imported,
},
.{
.as_of_date = Date.fromYmd(2015, 7, 3),
.net_worth = 1_500_000,
.liquid = 1_500_000,
.illiquid = 0,
.accounts = &.{},
.tax_types = &.{},
.source = .imported,
},
};
// Target preceding all data -> null.
try testing.expectEqual(@as(?timeline.TimelinePoint, null), priorPointBefore(&points, Date.fromYmd(2014, 1, 1)));
// Target after first -> finds the first point.
const got = priorPointBefore(&points, Date.fromYmd(2015, 1, 1));
try testing.expect(got != null);
try testing.expect(got.?.as_of_date.eql(Date.fromYmd(2014, 7, 3)));
// Target after both -> finds the latest.
const got2 = priorPointBefore(&points, Date.fromYmd(2026, 1, 1));
try testing.expect(got2 != null);
try testing.expect(got2.?.as_of_date.eql(Date.fromYmd(2015, 7, 3)));
}