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:
parent
16e9f5f0cc
commit
8a155ef157
6 changed files with 439 additions and 12 deletions
|
|
@ -42,9 +42,10 @@
|
|||
<header class="app-header">
|
||||
<div class="brand">Cassandra</div>
|
||||
<nav>
|
||||
<a href="/" class="{% if request.url.path == '/' %}active{% endif %}">Dashboard</a>
|
||||
<a href="/news" class="{% if request.url.path == '/news' %}active{% endif %}">News</a>
|
||||
<a href="/log" class="{% if request.url.path.startswith('/log') %}active{% endif %}">Log</a>
|
||||
<a href="/" class="{% if request.url.path == '/' %}active{% endif %}">Dashboard</a>
|
||||
<a href="/news" class="{% if request.url.path == '/news' %}active{% endif %}">News</a>
|
||||
<a href="/log" class="{% if request.url.path.startswith('/log') %}active{% endif %}">Log</a>
|
||||
<a href="/upload" class="{% if request.url.path == '/upload' %}active{% endif %}">Import</a>
|
||||
</nav>
|
||||
<div class="header-right">
|
||||
<button class="theme-toggle" type="button" aria-label="Toggle theme"
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue