Giorgio Gilestro
8a155ef157
Completes Phase B. The full alternative-onboarding flow is now end-to-end: drop a T212 pie CSV → parser → InstrumentMap resolver → PortfolioSnapshot + Position rows, all without ever asking the user for broker credentials. - persist_pie() in app/services/csv_import.py: takes a ParsedPie, resolves each Slice via InstrumentMap, writes Portfolio + Snapshot + Position rows. Unmapped slices are still persisted using their CSV values and surfaced in the response for the UI to warn about. - POST /api/portfolios/upload: multipart endpoint accepting CSV file + optional portfolio_name + currency. 2 MiB cap. Returns import summary. - /upload page with drag-drop dropzone, file input fallback, and inline result panel showing invested/value/result + unmapped-slice warnings. - New "Import" link in the header nav. Verified end-to-end against the real T212 export: all 13 positions land with correct T212 tickers (incl. FPp_EQ for the Paris TotalEnergies listing the heuristic resolver picks), zero unmapped slices, totals reconcile to the penny. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
86 lines
2.8 KiB
Python
86 lines
2.8 KiB
Python
"""HTML page routes — server-rendered Jinja2 with HTMX-driven partial refresh."""
|
|
from __future__ import annotations
|
|
|
|
from datetime import date, datetime, timezone
|
|
|
|
from fastapi import APIRouter, Depends, Request
|
|
from fastapi.responses import HTMLResponse
|
|
from sqlalchemy import desc, func, select
|
|
from sqlalchemy.ext.asyncio import AsyncSession
|
|
|
|
from app.auth import require_token
|
|
from app.config import get_settings, load_groups
|
|
from app.db import get_session
|
|
from app.models import StrategicLog
|
|
from app.templates_env import templates
|
|
|
|
router = APIRouter(dependencies=[Depends(require_token)])
|
|
|
|
|
|
@router.get("/", response_class=HTMLResponse)
|
|
async def dashboard(request: Request):
|
|
s = get_settings()
|
|
groups = load_groups(s.BASELINE_TOML, s.PORTFOLIO_TOML)
|
|
return templates.TemplateResponse(
|
|
request,
|
|
"dashboard.html",
|
|
{"groups": list(groups.keys()), "anchor": s.CASSANDRA_ANCHOR_DATE},
|
|
)
|
|
|
|
|
|
@router.get("/news", response_class=HTMLResponse)
|
|
async def news_page(request: Request):
|
|
return templates.TemplateResponse(request, "news.html", {})
|
|
|
|
|
|
@router.get("/upload", response_class=HTMLResponse)
|
|
async def upload_page(request: Request):
|
|
"""Drag-drop CSV import. Posts to /api/portfolios/upload."""
|
|
return templates.TemplateResponse(request, "upload.html", {})
|
|
|
|
|
|
async def _resolve_log_date(session: AsyncSession, day: str | None) -> date:
|
|
"""If `day` is YYYY-MM-DD use it; else fall back to the date of the most
|
|
recent generated log; else today."""
|
|
if day:
|
|
try:
|
|
return datetime.strptime(day, "%Y-%m-%d").date()
|
|
except ValueError:
|
|
pass
|
|
latest = (await session.execute(
|
|
select(StrategicLog.generated_at)
|
|
.order_by(desc(StrategicLog.generated_at))
|
|
.limit(1)
|
|
)).scalar_one_or_none()
|
|
if latest is not None:
|
|
return latest.date() if hasattr(latest, "date") else latest
|
|
return datetime.now(timezone.utc).date()
|
|
|
|
|
|
def _log_page_context(target: date) -> dict:
|
|
s = get_settings()
|
|
return {
|
|
"selected_iso": target.isoformat(),
|
|
"selected_month": target.strftime("%Y-%m"),
|
|
"current_tone": s.CASSANDRA_TONE.upper(),
|
|
"current_analysis": s.CASSANDRA_ANALYSIS.upper(),
|
|
}
|
|
|
|
|
|
@router.get("/log", response_class=HTMLResponse)
|
|
async def log_page(
|
|
request: Request,
|
|
session: AsyncSession = Depends(get_session),
|
|
):
|
|
target = await _resolve_log_date(session, None)
|
|
return templates.TemplateResponse(request, "log.html", _log_page_context(target))
|
|
|
|
|
|
@router.get("/log/{day}", response_class=HTMLResponse)
|
|
async def log_page_day(
|
|
request: Request,
|
|
day: str,
|
|
session: AsyncSession = Depends(get_session),
|
|
):
|
|
target = await _resolve_log_date(session, day)
|
|
return templates.TemplateResponse(request, "log.html", _log_page_context(target))
|