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Geopolitical and Macro Analyst for the upcoming big crisis of 2026 https://read.markets
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Giorgio Gilestro 16e9f5f0cc phase B (1/4): CSV parser + InstrumentMap (T212 shortcode → Yahoo ticker) 
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>
2026-05-16 10:53:08 +01:00
alembic phase B (1/4): CSV parser + InstrumentMap (T212 shortcode → Yahoo ticker) 2026-05-16 10:53:08 +01:00
app phase B (1/4): CSV parser + InstrumentMap (T212 shortcode → Yahoo ticker) 2026-05-16 10:53:08 +01:00
config add ECB Data Portal source; group-aware stale thresholds 2026-05-15 23:13:58 +01:00
tests phase B (1/4): CSV parser + InstrumentMap (T212 shortcode → Yahoo ticker) 2026-05-16 10:53:08 +01:00
.dockerignore initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
.env.example initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
.gitignore initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
alembic.ini initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
docker-compose.yml initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
Dockerfile initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
pyproject.toml initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
README.md initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00

README.md

Cassandra

Containerised macro-strategy dashboard — hourly market data, RSS news, Trading 212 portfolio, and an AI-generated strategic log. Read-only by design.

Quick start

cp .env.example .env       # fill in API keys; set CASSANDRA_TOKEN if exposing
docker compose up --build  # db + app + scheduler + daily backup sidecar
open http://localhost:8000/

Architecture

  • app (FastAPI + Jinja2 + HTMX) — web dashboard on port 8000
  • scheduler (APScheduler) — hourly ingestion jobs (market, news, portfolio, AI log)
  • db (MariaDB 11) — quotes, headlines, portfolio snapshots, strategic logs, job runs
  • backup (sidecar) — daily mariadb-dump to ./backup/

See /home/gg/.claude/plans/ok-i-think-this-tidy-lake.md for the design plan.

Config

File Purpose
config/default.toml Universal data tables: indicator groups, RSS feeds, keyword presets
config/portfolio.toml User-specific portfolios (overrides default.toml)
.env Secrets and runtime knobs — mounted read-only into containers

Endpoints

  • GET / — dashboard
  • GET /portfolio/{name} — portfolio detail
  • GET /news — news feed
  • GET /log — strategic-log archive
  • GET /api/health — job status (last success / failure per job)

All authenticated routes require Authorization: Bearer $CASSANDRA_TOKEN if the env is set; if unset, the app is open (LAN-only mode).