csv-parser: keep LLM-mapped tickers; don't pass them through T212 mapping

The route's resolve-slice loop is T212-specific — it looks tickers up
against the InstrumentMap, which only has T212's universe. For the LLM
path the ticker is already Yahoo-ready (e.g. VOD.L, ASML.AS), so
sending it through resolve_slice produced spurious "could not be
resolved" warnings and dropped the positions.

Fix: ParsedPie gains a ``tickers_resolved`` flag (default False for
T212 backward-compat); _apply_mapping in the LLM path sets it True
and also extracts currency from the LLM-mapped currency_col into a
new ``ParsedPosition.currency`` field. The route branches on the flag:
LLM-path positions are kept verbatim with a best-effort InstrumentMap
lookup for nicer name/currency overrides, never dropped.

Integration test tightened to assert all 5 IBKR fixture positions
round-trip with the right currencies (USD / GBP / EUR).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

tests/test_llm_csv_parser.py

@@ -494,6 +494,20 @@ async def test_parse_portfolio_route_falls_through_to_llm(tmp_path, monkeypatch)
         )
     monkeypatch.setattr(market_mod, "fetch", _fake_fetch)
 
+    # ticker_universe.upsert_tickers uses MySQL ON DUPLICATE KEY UPDATE
+    # which SQLite doesn't compile. Mock the two universe-side effects;
+    # neither contributes to the JSON contract we're testing here.
+    from app.services import ticker_universe as tu_mod
+
+    async def _fake_upsert(session, tickers):
+        return len(list(tickers))
+
+    async def _fake_buffer(tickers):
+        return len(list(tickers))
+
+    monkeypatch.setattr(tu_mod, "upsert_tickers", _fake_upsert)
+    monkeypatch.setattr(tu_mod, "buffer_tickers", _fake_buffer)
+
     raw = open("tests/fixtures/ibkr_sample.csv", "rb").read()
     upload = UploadFile(filename="ibkr.csv", file=BytesIO(raw))
 
@@ -502,12 +516,18 @@ async def test_parse_portfolio_route_falls_through_to_llm(tmp_path, monkeypatch)
         result = await parse_portfolio(file=upload, session=session)
 
     assert result["base_currency"] == "GBP"
-    # At least the AAPL/MSFT/NVDA rows should be present; resolve_slice may
-    # filter some if there's no InstrumentMap row, which is fine for this
-    # test — we just want to confirm the LLM fallback ran end-to-end.
-    assert isinstance(result["positions"], list)
+    # All 5 IBKR positions should round-trip — the LLM path trusts the
+    # Yahoo-ready tickers from the file and does NOT drop on a
+    # resolve_slice miss (that's the T212 path's behaviour).
+    tickers = {p["yahoo_ticker"] for p in result["positions"]}
+    assert tickers == {"AAPL", "MSFT", "NVDA", "VOD.L", "ASML.AS"}
     # LLM was called exactly once (cache miss).
     assert mod.call_llm.await_count == 1
+    # Currency comes from the LLM-mapped currency_col, falling back to
+    # USD only when neither InstrumentMap nor the file specified one.
+    by_t = {p["yahoo_ticker"]: p["currency"] for p in result["positions"]}
+    assert by_t["VOD.L"] == "GBP"
+    assert by_t["ASML.AS"] == "EUR"
 
 
 def test_parse_portfolio_route_requires_paid():