phase B (2/2): CSV upload endpoint + drag-drop UI

Completes Phase B. The full alternative-onboarding flow is now end-to-end:
drop a T212 pie CSV → parser → InstrumentMap resolver → PortfolioSnapshot
+ Position rows, all without ever asking the user for broker credentials.

- persist_pie() in app/services/csv_import.py: takes a ParsedPie, resolves
  each Slice via InstrumentMap, writes Portfolio + Snapshot + Position
  rows. Unmapped slices are still persisted using their CSV values and
  surfaced in the response for the UI to warn about.
- POST /api/portfolios/upload: multipart endpoint accepting CSV file +
  optional portfolio_name + currency. 2 MiB cap. Returns import summary.
- /upload page with drag-drop dropzone, file input fallback, and inline
  result panel showing invested/value/result + unmapped-slice warnings.
- New "Import" link in the header nav.

Verified end-to-end against the real T212 export: all 13 positions land
with correct T212 tickers (incl. FPp_EQ for the Paris TotalEnergies
listing the heuristic resolver picks), zero unmapped slices, totals
reconcile to the penny.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Giorgio Gilestro 2026-05-16 11:00:42 +01:00
parent 16e9f5f0cc
commit 8a155ef157
6 changed files with 439 additions and 12 deletions

View file

@ -33,6 +33,12 @@ async def news_page(request: Request):
return templates.TemplateResponse(request, "news.html", {})
@router.get("/upload", response_class=HTMLResponse)
async def upload_page(request: Request):
"""Drag-drop CSV import. Posts to /api/portfolios/upload."""
return templates.TemplateResponse(request, "upload.html", {})
async def _resolve_log_date(session: AsyncSession, day: str | None) -> date:
"""If `day` is YYYY-MM-DD use it; else fall back to the date of the most
recent generated log; else today."""