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> |
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| .. | ||
| __init__.py | ||
| cadence.py | ||
| csv_import.py | ||
| feeds_bootstrap.py | ||
| instrument_map.py | ||
| market.py | ||
| markets.py | ||
| news.py | ||
| openrouter.py | ||
| trading212.py | ||