initial commit — cassandra v0.1

Containerised macro-strategy dashboard: 4-panel web UI (indicators,
portfolio, flash news, AI strategic log), MariaDB store, hourly
ingestion jobs, OpenRouter-backed AI analysis.

Ports the four prototype scripts in the parent dir (market_pulse,
flash_news, trading212, strategic_log) into async services backed by a
persistent DB and served via FastAPI + Jinja2 + HTMX. APScheduler runs
as a separate compose service for crash-safety and easier restarts.

Portfolio composition + position names come live from Trading 212;
news per-ticker headlines reuse those names. Tone (NOVICE/INTERMEDIATE/
PRO) and analysis style (DRY/SPECULATIVE) are env-configurable and
stored on each log row so historical entries show what produced them.

Default model is deepseek/deepseek-v4-flash (overridable via env).
Light/dark theme toggle, sans-serif for prose surfaces, monospace for
data. Bearer-token auth, OpenRouter monthly cost cap, RSS feeds auto-
disabled on consecutive failures.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

app/jobs/portfolio_job.py

@@ -0,0 +1,90 @@
+"""Hourly Trading 212 snapshot. One Portfolio row per portfolio name
+(currently just 'pie'); one PortfolioSnapshot per run; N Position rows."""
+from __future__ import annotations
+
+import asyncio
+
+import httpx
+from sqlalchemy import select
+
+from app.config import get_settings
+from app.db import utcnow
+from app.jobs._helpers import job_lifecycle, log
+from app.models import Portfolio, PortfolioSnapshot, Position
+from app.services.trading212 import Trading212
+
+
+PORTFOLIO_NAME = "pie"  # only one for now; multi-portfolio extension is schema-ready
+
+
+async def run() -> None:
+    async with job_lifecycle("portfolio_job") as (session, jr):
+        if jr.status == "skipped":
+            return
+        s = get_settings()
+        if not (s.API_KEY and s.SECRET_KEY):
+            log.warning("portfolio_job.skipped_no_creds")
+            jr.status = "skipped"
+            return
+
+        t212 = Trading212()
+        async with httpx.AsyncClient(follow_redirects=True) as client:
+            summary = await t212.summary(client)
+            positions = await t212.positions(client)
+            # The instruments call is heavy (~5 MB / 17k rows) but it's our
+            # only path to a human-readable name per ticker. Once per hour is
+            # fine; later we could cache to disk.
+            try:
+                instruments = await t212.instruments(client)
+                name_by_ticker = {
+                    i["ticker"]: i.get("name") or i.get("shortName") or i["ticker"]
+                    for i in (instruments or [])
+                }
+            except Exception:
+                name_by_ticker = {}
+
+        portfolio = (
+            await session.execute(
+                select(Portfolio).where(Portfolio.name == PORTFOLIO_NAME)
+            )
+        ).scalar_one_or_none()
+        if portfolio is None:
+            portfolio = Portfolio(
+                name=PORTFOLIO_NAME, source="trading212",
+                currency=summary.get("currency", "GBP"),
+            )
+            session.add(portfolio)
+            await session.flush()  # need id for FK
+
+        cash = (summary.get("cash") or {})
+        investments = (summary.get("investments") or {})
+        snap = PortfolioSnapshot(
+            portfolio_id=portfolio.id,
+            snapshot_at=utcnow(),
+            total_value=summary.get("totalValue"),
+            cash=cash.get("availableToTrade"),
+            invested=investments.get("currentValue"),
+            raw_json=summary,
+        )
+        session.add(snap)
+        await session.flush()
+
+        for p in positions or []:
+            tkr = p.get("ticker", "")
+            session.add(Position(
+                snapshot_id=snap.id,
+                ticker=tkr,
+                name=name_by_ticker.get(tkr),
+                quantity=p.get("quantity"),
+                average_price=p.get("averagePrice"),
+                current_price=p.get("currentPrice"),
+                ppl=p.get("ppl"),
+            ))
+
+        await session.commit()
+        jr.items_written = len(positions or []) + 1
+        log.info("portfolio_job.done", positions=len(positions or []))
+
+
+if __name__ == "__main__":
+    asyncio.run(run())