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>
72 lines
2.8 KiB
HTML
72 lines
2.8 KiB
HTML
<!DOCTYPE html>
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<html lang="en">
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<head>
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<meta charset="UTF-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<title>{% block title %}Cassandra{% endblock %}</title>
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{# Apply saved theme before stylesheet renders to avoid a flash. #}
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<script>
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(function() {
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try {
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var t = localStorage.getItem('cassandra.theme') || 'dark';
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document.documentElement.dataset.theme = t;
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} catch (e) { document.documentElement.dataset.theme = 'dark'; }
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})();
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</script>
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<link rel="stylesheet" href="{{ url_for('static', path='/css/cassandra.css') }}" />
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<script src="{{ url_for('static', path='/js/htmx.min.js') }}" defer></script>
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<script>
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// Render any <time datetime="..."> in the browser's local timezone.
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// Re-runs after every HTMX swap so freshly-loaded news rows pick up too.
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function formatLocalTimes() {
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document.querySelectorAll('time[datetime]:not([data-local])').forEach(function (t) {
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try {
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var d = new Date(t.getAttribute('datetime'));
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if (isNaN(d.getTime())) return;
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var date = d.toLocaleDateString(undefined, { day: '2-digit', month: 'short' });
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var time = d.toLocaleTimeString(undefined, { hour: '2-digit', minute: '2-digit', hour12: false });
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t.textContent = date + ' ' + time;
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t.title = d.toLocaleString();
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t.setAttribute('data-local', '1');
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} catch (e) {}
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});
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}
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document.addEventListener('DOMContentLoaded', function () {
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formatLocalTimes();
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document.body.addEventListener('htmx:afterSwap', formatLocalTimes);
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});
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</script>
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</head>
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<body>
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<div class="app">
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<header class="app-header">
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<div class="brand">Cassandra</div>
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<nav>
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<a href="/" class="{% if request.url.path == '/' %}active{% endif %}">Dashboard</a>
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<a href="/news" class="{% if request.url.path == '/news' %}active{% endif %}">News</a>
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<a href="/log" class="{% if request.url.path.startswith('/log') %}active{% endif %}">Log</a>
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<a href="/upload" class="{% if request.url.path == '/upload' %}active{% endif %}">Import</a>
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</nav>
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<div class="header-right">
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<button class="theme-toggle" type="button" aria-label="Toggle theme"
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onclick="(function(){var d=document.documentElement;var t=d.dataset.theme==='light'?'dark':'light';d.dataset.theme=t;try{localStorage.setItem('cassandra.theme',t);}catch(e){}})()">
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<span class="theme-toggle__label"></span>
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</button>
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<span class="meta">v0.1 · UTC</span>
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</div>
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</header>
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<main class="app-main">
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{% block main %}{% endblock %}
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</main>
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<footer class="app-footer"
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hx-get="/api/health"
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hx-trigger="load, every 30s"
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hx-swap="innerHTML"
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id="ops-footer">
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<span class="led idle"></span> awaiting status…
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</footer>
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</div>
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</body>
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</html>
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