First two slices of the multi-user roadmap (Phase B). Validates the
core onboarding mechanic against the user's real T212 export before
paying any auth/tenancy tax.
CSV parser (app/services/csv_import.py):
- Header-name matched (survives T212 reordering columns between
exports), tolerant of UTF-8 BOM, dash/N/A/empty markers, thousand-
separator commas, blank rows, zero-quantity stubs, missing Total row.
- Returns ParsedPie(name, positions, invested, value, result) with
derived avg_price + current_price per share in account currency.
- 14 tests covering happy path on the real CSV + 13 edge cases.
InstrumentMap (migration 0006 + app/services/instrument_map.py):
- Catalogue table mapping T212 ticker → Yahoo ticker, populated by
sync_from_t212() against the dev's read-only API key. Manual rows
(manual=True) are protected from auto-overwrite.
- Pure t212_ticker_to_yahoo() handles both suffix forms: single
trailing exchange letter (l/a/p/d/m/s/...) and country code (US,
DE, FR, IT, CA, ...). All 13 of the user's holdings + 15 case-
coverage tests pass.
- Live sync against T212 ingests 17,050 instruments (~2.2% unmappable
on exotic exchanges; can extend the suffix map later).
- resolve_slice() picks the right listing per shortName using a
UK-friendly currency preference (GBX > GBP > EUR > USD). Resolved
correctly for all 13 of the user's positions, including TTE on
Paris vs the NYSE dual-listing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
