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>

app/routers/api.py

@@ -9,7 +9,7 @@ import calendar as _cal
 import re
 from datetime import date, datetime, timedelta, timezone
 
-from fastapi import APIRouter, Depends, HTTPException, Query, Request
+from fastapi import APIRouter, Depends, File, Form, HTTPException, Query, Request, UploadFile
 from fastapi.responses import HTMLResponse, JSONResponse
 from sqlalchemy import desc, func, select
 from sqlalchemy.ext.asyncio import AsyncSession
@@ -383,6 +383,66 @@ async def log_days(
 # --- Portfolios --------------------------------------------------------------
 
 
+# 2 MiB max for CSV uploads — T212 pies don't exceed a few KB in practice.
+# Keeps the abuse vector small without rejecting legitimate exports.
+_MAX_CSV_BYTES = 2 * 1024 * 1024
+
+
+@router.post("/portfolios/upload")
+async def upload_portfolio_csv(
+    file: UploadFile = File(...),
+    portfolio_name: str | None = Form(default=None),
+    currency: str = Form(default="GBP"),
+    session: AsyncSession = Depends(get_session),
+):
+    """Import a Trading 212 pie-export CSV. Parses, resolves each Slice to a
+    T212 ticker + Yahoo symbol via InstrumentMap, and persists a new
+    PortfolioSnapshot + Position rows.
+
+    No user-id scoping yet — that lands in phase C. Until then, all uploads
+    land in the single shared portfolio identified by name."""
+    from app.services.csv_import import CSVImportError, parse_t212_csv, persist_pie
+
+    if not file.filename:
+        raise HTTPException(status_code=400, detail="No file uploaded")
+    if not file.filename.lower().endswith(".csv"):
+        raise HTTPException(status_code=400, detail="File must have .csv extension")
+
+    raw = await file.read(_MAX_CSV_BYTES + 1)
+    if len(raw) > _MAX_CSV_BYTES:
+        raise HTTPException(status_code=413, detail=f"File exceeds {_MAX_CSV_BYTES} bytes")
+    if not raw:
+        raise HTTPException(status_code=400, detail="File is empty")
+
+    try:
+        pie = parse_t212_csv(raw)
+    except CSVImportError as e:
+        raise HTTPException(status_code=400, detail=str(e))
+
+    try:
+        result = await persist_pie(
+            session, pie,
+            portfolio_name=portfolio_name,
+            currency=currency,
+        )
+    except Exception as e:
+        # Roll back; surface a clean error
+        await session.rollback()
+        raise HTTPException(status_code=500, detail=f"Persist failed: {e}")
+
+    return {
+        "portfolio_id": result.portfolio_id,
+        "snapshot_id": result.snapshot_id,
+        "portfolio_name": result.portfolio_name,
+        "is_new_portfolio": result.is_new_portfolio,
+        "positions": result.positions_written,
+        "unmapped": result.unmapped_slices,
+        "invested": pie.invested,
+        "value": pie.value,
+        "result": pie.result,
+    }
+
+
 @router.get("/portfolios")
 async def portfolios(
     request: Request,

app/routers/pages.py

@@ -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."""

app/services/csv_import.py

@@ -1,18 +1,19 @@
-"""Defensive parser for Trading 212 pie-export CSVs.
+"""Defensive parser for Trading 212 pie-export CSVs + writer that persists
+the parsed pie into PortfolioSnapshot/Position rows.
 
-T212 has changed column order between exports historically; matching on header
+The parser is pure: no DB, no HTTP, no I/O. The writer (`persist_pie`)
-NAME rather than column index makes this robust. We also explicitly skip the
+takes a ParsedPie and resolves each position's Slice via InstrumentMap
-'Total' aggregate row (it has slice='Total' and quantity='-').
+to find its Yahoo ticker + canonical name before persisting.
-
-Pure function — no DB, no HTTP. Persisting into PortfolioSnapshot/Position is
-done by the upload endpoint after mapping each Slice to a Yahoo ticker via the
-InstrumentMap service.
 """
 from __future__ import annotations
 
 import csv
 import io
 from dataclasses import dataclass
+from typing import TYPE_CHECKING
+
+if TYPE_CHECKING:
+    from sqlalchemy.ext.asyncio import AsyncSession
 
 
 class CSVImportError(ValueError):
@@ -197,3 +198,98 @@ def parse_t212_csv(content: str | bytes) -> ParsedPie:
         value=total.current_value if total else None,
         result=total.result if total else None,
     )
+
+
+# --- Persist parsed pie into portfolio/snapshot/positions -------------------
+
+
+@dataclass
+class PersistResult:
+    portfolio_id: int
+    snapshot_id: int
+    positions_written: int
+    unmapped_slices: list[str]    # slices we couldn't resolve to a Yahoo ticker
+    portfolio_name: str
+    is_new_portfolio: bool
+
+
+async def persist_pie(
+    session: "AsyncSession",
+    pie: ParsedPie,
+    *,
+    portfolio_name: str | None = None,
+    source: str = "t212-csv",
+    currency: str = "GBP",
+) -> PersistResult:
+    """Write a ParsedPie into Portfolio/PortfolioSnapshot/Position.
+
+    - Portfolio is created on first sight of a given name; subsequent uploads
+      stack as new snapshots under the same portfolio.
+    - Each position's Slice is resolved to a T212 ticker + name via the
+      InstrumentMap. Unmapped slices still get stored using their raw CSV
+      values; we collect them in `unmapped_slices` for the UI to surface.
+    """
+    # Late imports keep this module dependency-light for unit tests.
+    from sqlalchemy import select
+
+    from app.db import utcnow
+    from app.models import Portfolio, PortfolioSnapshot, Position
+    from app.services.instrument_map import resolve_slice
+
+    name = portfolio_name or pie.name or "Imported pie"
+    name = name.strip()[:64]
+
+    portfolio = (await session.execute(
+        select(Portfolio).where(Portfolio.name == name)
+    )).scalar_one_or_none()
+    is_new = portfolio is None
+    if portfolio is None:
+        portfolio = Portfolio(name=name, source=source, currency=currency)
+        session.add(portfolio)
+        await session.flush()
+
+    snap = PortfolioSnapshot(
+        portfolio_id=portfolio.id,
+        snapshot_at=utcnow(),
+        total_value=pie.value,
+        cash=None,
+        invested=pie.invested,
+        raw_json={
+            "source": source,
+            "pie_name": pie.name,
+            "result": pie.result,
+        },
+    )
+    session.add(snap)
+    await session.flush()
+
+    unmapped: list[str] = []
+    for p in pie.positions:
+        resolved = await resolve_slice(session, p.slice)
+        if resolved and resolved.t212_ticker:
+            ticker = resolved.t212_ticker
+            position_name = resolved.name or p.name
+        else:
+            ticker = p.slice
+            position_name = p.name
+            unmapped.append(p.slice)
+
+        session.add(Position(
+            snapshot_id=snap.id,
+            ticker=ticker,
+            name=position_name[:128] if position_name else None,
+            quantity=p.quantity,
+            average_price=p.average_price,
+            current_price=p.current_price,
+            ppl=p.result,
+        ))
+
+    await session.commit()
+    return PersistResult(
+        portfolio_id=portfolio.id,
+        snapshot_id=snap.id,
+        positions_written=len(pie.positions),
+        unmapped_slices=unmapped,
+        portfolio_name=name,
+        is_new_portfolio=is_new,
+    )

app/static/css/cassandra.css

@@ -591,6 +591,113 @@ table.dense tr.row-stale td { color: var(--dim); }
 .log-meta__row { display: flex; flex-wrap: wrap; align-items: center; gap: 0; margin-top: 6px; }
 .log-meta__row--dim { color: var(--dim); font-size: 10.5px; }
 
+/* --- Upload page (drag-drop CSV) ------------------------------------- */
+
+.dz {
+  border: 2px dashed var(--border);
+  background: var(--surface-2);
+  padding: 36px 20px;
+  text-align: center;
+  cursor: pointer;
+  transition: border-color 0.15s, background 0.15s;
+}
+.dz:hover, .dz--over {
+  border-color: var(--accent);
+  background: color-mix(in srgb, var(--accent) 6%, var(--surface-2));
+}
+.dz__icon {
+  font-family: var(--font-mono);
+  font-size: 28px;
+  color: var(--accent);
+  letter-spacing: -2px;
+  margin-bottom: 6px;
+}
+.dz__label {
+  font-family: var(--font-mono);
+  font-size: 13px;
+  color: var(--text);
+  text-transform: uppercase;
+  letter-spacing: 0.08em;
+}
+.dz__hint { color: var(--muted); font-size: 11.5px; margin-top: 4px; }
+.dz__hint a { color: var(--accent); }
+.dz__filename { margin-top: 10px; color: var(--accent); font-size: 12px; font-family: var(--font-mono); min-height: 1em; }
+
+.form-row { display: grid; grid-template-columns: 180px 1fr; align-items: center; gap: 12px; padding: 6px 0; }
+.form-row label { color: var(--muted); font-size: 11px; text-transform: uppercase; letter-spacing: 0.08em; }
+.form-row input[type="text"], .form-row select {
+  background: var(--bg);
+  border: 1px solid var(--border);
+  color: var(--text);
+  font-family: var(--font-mono);
+  font-size: 12px;
+  padding: 6px 8px;
+  outline: none;
+}
+.form-row input[type="text"]:focus, .form-row select:focus { border-color: var(--accent); }
+
+#submit-btn {
+  margin-top: 14px;
+  background: transparent;
+  border: 1px solid var(--accent);
+  color: var(--accent);
+  font-family: var(--font-mono);
+  font-size: 11px;
+  padding: 8px 18px;
+  text-transform: uppercase;
+  letter-spacing: 0.1em;
+  cursor: pointer;
+}
+#submit-btn:hover:not(:disabled) { background: var(--accent); color: var(--bg); }
+#submit-btn:disabled { opacity: 0.4; cursor: not-allowed; }
+
+.result {
+  margin-top: 20px;
+  padding: 14px;
+  border: 1px solid var(--border);
+  border-left: 3px solid var(--accent);
+  background: color-mix(in srgb, var(--accent) 4%, transparent);
+  font-family: var(--font-sans);
+  font-size: 13px;
+}
+.result--err { border-left-color: var(--negative); background: color-mix(in srgb, var(--negative) 5%, transparent); }
+.result__head {
+  font-family: var(--font-mono);
+  font-size: 11px;
+  text-transform: uppercase;
+  letter-spacing: 0.08em;
+  color: var(--accent);
+  margin-bottom: 10px;
+}
+.result--err .result__head { color: var(--negative); }
+.result__tag {
+  display: inline-block;
+  margin-left: 6px;
+  font-size: 9px;
+  padding: 1px 5px;
+  border: 1px solid var(--accent);
+  color: var(--accent);
+}
+.result__grid {
+  display: grid;
+  grid-template-columns: repeat(4, 1fr);
+  gap: 10px 18px;
+  margin-bottom: 10px;
+}
+.result__grid .k {
+  font-family: var(--font-mono);
+  font-size: 9.5px;
+  color: var(--muted);
+  text-transform: uppercase;
+  letter-spacing: 0.08em;
+}
+.result__grid .v { font-size: 17px; color: var(--text); font-variant-numeric: tabular-nums; margin-top: 2px; }
+.result__grid .v.pos { color: var(--positive); }
+.result__grid .v.neg { color: var(--negative); }
+.result__row { color: var(--muted); font-size: 12px; margin-top: 6px; }
+.result__warn { color: var(--alert); font-size: 12px; margin-top: 4px; }
+.result__warn code { background: rgba(0,0,0,0.15); padding: 1px 4px; font-family: var(--font-mono); }
+
 /* --- Chat sidebar ----------------------------------------------------- */
 
 .chat-header {

app/templates/base.html

@@ -45,6 +45,7 @@
       <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"

app/templates/upload.html

@@ -0,0 +1,157 @@
+{% extends "base.html" %}
+{% block title %}Cassandra · Import Portfolio{% endblock %}
+
+{% block main %}
+<section class="panel" style="grid-column: 1 / -1; max-width: 760px; margin: 0 auto;">
+  <div class="panel-header">
+    <span class="title">Import portfolio (Trading 212 CSV)</span>
+    <span class="meta">no broker credentials required</span>
+  </div>
+
+  <div class="panel-body" style="padding: 18px clamp(16px, 4vw, 32px) 24px;">
+    <p style="color: var(--muted); font-size: 12.5px; margin: 0 0 14px; line-height: 1.6;">
+      Export your pie from the T212 web app
+      (<span class="neu">Trading 212 → Investing → Your Pie → ⋯ → Export</span>)
+      and drop the CSV here. We resolve each Slice to its Yahoo ticker via
+      a catalogue we maintain in the background.
+    </p>
+
+    <form id="upload-form" autocomplete="off">
+      <div id="drop-zone" class="dz">
+        <input type="file" id="file-input" name="file" accept=".csv,text/csv" hidden>
+        <div class="dz__icon">▱</div>
+        <div class="dz__label">Drop a T212 pie CSV here</div>
+        <div class="dz__hint">or <a href="#" id="browse-link">browse</a> · max 2 MB</div>
+        <div class="dz__filename" id="dz-filename"></div>
+      </div>
+
+      <div class="form-row" style="margin-top: 14px;">
+        <label for="portfolio-name">Portfolio name (optional)</label>
+        <input type="text" id="portfolio-name" name="portfolio_name"
+               placeholder="auto-derived from CSV's Total row" maxlength="64">
+      </div>
+
+      <div class="form-row" style="margin-top: 6px;">
+        <label for="currency">Account currency</label>
+        <select id="currency" name="currency">
+          <option value="GBP">GBP</option>
+          <option value="EUR">EUR</option>
+          <option value="USD">USD</option>
+        </select>
+      </div>
+
+      <button id="submit-btn" type="submit" disabled>Import</button>
+    </form>
+
+    <div id="result" class="result" hidden></div>
+  </div>
+</section>
+
+<script>
+(function () {
+  var dropZone = document.getElementById('drop-zone');
+  var fileInput = document.getElementById('file-input');
+  var browseLink = document.getElementById('browse-link');
+  var filenameEl = document.getElementById('dz-filename');
+  var submitBtn = document.getElementById('submit-btn');
+  var form = document.getElementById('upload-form');
+  var resultEl = document.getElementById('result');
+
+  function setFile(file) {
+    if (!file) return;
+    var dt = new DataTransfer();
+    dt.items.add(file);
+    fileInput.files = dt.files;
+    filenameEl.textContent = file.name + ' (' + Math.round(file.size / 1024) + ' KB)';
+    submitBtn.disabled = false;
+  }
+
+  browseLink.addEventListener('click', function (e) { e.preventDefault(); fileInput.click(); });
+  fileInput.addEventListener('change', function () {
+    if (fileInput.files[0]) setFile(fileInput.files[0]);
+  });
+
+  ['dragenter', 'dragover'].forEach(function (ev) {
+    dropZone.addEventListener(ev, function (e) {
+      e.preventDefault(); e.stopPropagation();
+      dropZone.classList.add('dz--over');
+    });
+  });
+  ['dragleave', 'drop'].forEach(function (ev) {
+    dropZone.addEventListener(ev, function (e) {
+      e.preventDefault(); e.stopPropagation();
+      dropZone.classList.remove('dz--over');
+    });
+  });
+  dropZone.addEventListener('drop', function (e) {
+    if (e.dataTransfer.files && e.dataTransfer.files[0]) setFile(e.dataTransfer.files[0]);
+  });
+  dropZone.addEventListener('click', function (e) {
+    if (e.target.tagName !== 'A') fileInput.click();
+  });
+
+  form.addEventListener('submit', async function (e) {
+    e.preventDefault();
+    if (!fileInput.files[0]) return;
+    submitBtn.disabled = true;
+    submitBtn.textContent = 'Importing…';
+    resultEl.hidden = true;
+    resultEl.className = 'result';
+
+    var fd = new FormData();
+    fd.append('file', fileInput.files[0]);
+    var name = document.getElementById('portfolio-name').value.trim();
+    if (name) fd.append('portfolio_name', name);
+    fd.append('currency', document.getElementById('currency').value);
+
+    try {
+      var r = await fetch('/api/portfolios/upload', { method: 'POST', body: fd });
+      var data = await r.json();
+      if (!r.ok) {
+        renderError(data.detail || ('HTTP ' + r.status));
+        return;
+      }
+      renderSuccess(data);
+    } catch (err) {
+      renderError(err.message);
+    } finally {
+      submitBtn.textContent = 'Import';
+      submitBtn.disabled = false;
+    }
+  });
+
+  function fmt(n) {
+    return (n === null || n === undefined) ? '—' : Number(n).toLocaleString(undefined, {minimumFractionDigits: 2, maximumFractionDigits: 2});
+  }
+
+  function renderSuccess(d) {
+    var unmappedTxt = d.unmapped && d.unmapped.length
+      ? '<div class="result__warn"><strong>' + d.unmapped.length + ' unmapped slice(s):</strong> '
+        + d.unmapped.map(function(s) { return '<code>' + s + '</code>'; }).join(', ')
+        + ' — these won’t get live prices until the catalogue is extended.</div>'
+      : '<div class="result__row neu">All slices resolved to Yahoo tickers.</div>';
+    resultEl.className = 'result result--ok';
+    resultEl.innerHTML =
+      '<div class="result__head">▸ Imported <strong>' + d.portfolio_name + '</strong>'
+      + (d.is_new_portfolio ? ' <span class="result__tag">new</span>' : ' <span class="result__tag">new snapshot</span>')
+      + '</div>'
+      + '<div class="result__grid">'
+      +   '<div><div class="k">Positions</div><div class="v">' + d.positions + '</div></div>'
+      +   '<div><div class="k">Invested</div><div class="v">' + fmt(d.invested) + '</div></div>'
+      +   '<div><div class="k">Value</div><div class="v">' + fmt(d.value) + '</div></div>'
+      +   '<div><div class="k">Result</div><div class="v ' + (d.result >= 0 ? 'pos' : 'neg') + '">'
+      +     (d.result >= 0 ? '+' : '') + fmt(d.result) + '</div></div>'
+      + '</div>'
+      + unmappedTxt
+      + '<div class="result__row"><a href="/">Back to dashboard →</a></div>';
+    resultEl.hidden = false;
+  }
+  function renderError(msg) {
+    resultEl.className = 'result result--err';
+    resultEl.innerHTML = '<div class="result__head">✕ Import failed</div><div class="result__row">'
+      + String(msg).replace(/[<>]/g, '') + '</div>';
+    resultEl.hidden = false;
+  }
+})();
+</script>
+{% endblock %}