giorgio/read.markets
1
0
Fork 0
Code Issues Pull requests Projects Releases Packages Wiki Activity Actions

sync: encrypted cloud backup for portfolios + settings UX rework

Browse source 
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
Download patch file Download diff file Expand all files Collapse all files

14
tests/test_csv_import.py
View file

@ -76,6 +76,20 @@ def test_no_position_rows_raises():
parse_t212_csv(csv)
def test_unfunded_pie_raises_specific_message():
"""A pie exported before it holds any shares has every slice at
quantity 0. That must not look like a format error — the message
has to say the pie is empty so the user re-exports a funded one."""
csv = (
'"Slice","Name","Invested value","Value","Result","Owned quantity"\n'
'"SGLN","iShares Physical Gold",0,0,0,"0"\n'
'"SHEL","Shell",0,0,0,"0"\n'
'"Total","Empty Pie",0,0,0,"-"\n'
)
with pytest.raises(CSVImportError, match="all 2 slice"):
parse_t212_csv(csv)
def test_reordered_columns():
"""T212 sometimes re-orders columns between exports. Header-name matching
has to make that a non-issue."""