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sync: encrypted cloud backup for portfolios + settings UX rework

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Adds opt-in client-side-encrypted portfolio sync (paid). Browser
PBKDF2(PIN) → AES-GCM, server HKDF(pepper, user_id) outer wrap;
server stores opaque bytes only. Sliding-window rate limit on GET.

  - new portfolio_sync table (migration 0015)
  - POST/GET/DELETE /api/portfolio/sync + /status
  - app/services/portfolio_sync.py crypto + rate limit
  - app/routers/sync.py paid-gated
  - app/static/js/portfolio-sync.js WebCrypto wrapper
  - settings page: enable/disable + PIN modal
  - PORTFOLIO_SYNC_PEPPER setting (warn on startup if missing)

Settings + import rework:

  - /upload merged into /settings#import (legacy route 302s)
  - drop CSV → auto-parse → preview → Import only / Import & sync
  - nav slimmed to Dashboard / News / Log
  - Settings + Logout moved to a user dropdown
  - brand logo links to /

Collateral fixes:

  - settings 500: re-fetch User in current session before mutating
    referral_code (assign_code_if_missing was refreshing a User
    loaded in the auth dep's now-closed session)
  - csv_import: distinct error for unfunded T212 pies (all qty=0)
  - db.py: drop pool_pre_ping (aiomysql 0.3.2 incompat); pin
    isolation_level=READ COMMITTED to avoid gap-lock deadlocks
  - alembic env: disable_existing_loggers=False so in-process
    migrations don't silence uvicorn's loggers
  - docker-compose.override.yml: dev-only volume mount + --reload

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
This commit is contained in:
Giorgio Gilestro 2026-05-23 16:15:54 +02:00
parent 89632e9937
commit f326b41a08
23 changed files with 1637 additions and 95 deletions
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11
app/templates/upload.html
View file

@ -5,7 +5,7 @@
<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">stays in your browser · never persists server-side</span>
<span class="meta">held locally · optional encrypted cloud sync (paid)</span>
</div>
<div class="panel-body" style="padding: 18px clamp(16px, 4vw, 32px) 24px;">
@ -13,9 +13,11 @@
Export your pie from the T212 web app
(<span class="neu">Trading 212 → Investing → Your Pie → ⋯ → Export</span>)
and drop the CSV here. Each Slice is resolved to its Yahoo ticker;
the parsed pie is kept in <em>this browser's localStorage</em> only.
The server learns just which tickers exist (anonymously) so it can
fetch their prices.
the parsed pie is kept in <em>this browser's localStorage</em>.
The server learns only which tickers exist (anonymously) so it can
fetch their prices. If you have <a href="/settings">cloud sync</a>
enabled, an <strong>encrypted</strong> copy is also pushed to the
server &mdash; only your PIN can decrypt it.
</p>
<form id="upload-form" autocomplete="off">
@ -34,6 +36,7 @@
</div>
</section>
<script src="{{ url_for('static', path='/js/portfolio-sync.js') }}" defer></script>
<script src="{{ url_for('static', path='/js/portfolio.js') }}" defer></script>
<script>
(function () {