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broker-sync/pyproject.toml

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Initial scaffold + canonical Activity model Context ------- New connector suite that syncs UK brokerage activity (Trading212, InvestEngine, Schwab email-parsed, CSV drop-folder) into Wealthfolio. Lives outside finance/ intentionally — finance/ is untouched per the plan at ~/.claude/plans/let-s-work-on-linking-temporal-valiant.md. This change ----------- - Poetry project with httpx, typer, bs4, dev tools (pytest, mypy strict, ruff, yapf). - Canonical Activity + Account models with the 6 UK tax wrappers (ISA/SIPP/GIA/LISA/JISA/WORKPLACE_PENSION) and the 12 Wealthfolio activity types from docs/activities/activity-types.md on the upstream. - Validation invariants: BUY/SELL need qty+price, DIVIDEND/DEPOSIT/etc need amount — raises early so providers can't silently emit broken rows. - to_wealthfolio_csv_row() shape matches Wealthfolio's CSV import; primary sink path per the plan. Test plan --------- ## Automated - poetry run pytest -q → 7 passed in 0.03s - poetry run mypy broker_sync tests → Success: no issues found in 4 source files - poetry run ruff check . → All checks passed! - poetry run yapf --diff --recursive broker_sync tests → no diff ## Manual Verification Not applicable — pure data model, no runtime behaviour. Closes: code-thw.1
2026-04-17 19:16:11 +00:00
[tool.poetry]
name = "broker-sync"
version = "0.1.0"
description = "Sync UK brokerage activity (Trading212, InvestEngine, Schwab, CSV) into Wealthfolio"
authors = ["Viktor Barzin <viktorbarzin@meta.com>"]
readme = "pyproject.toml"
packages = [{ include = "broker_sync" }]
[tool.poetry.dependencies]
python = ">=3.11,<3.13"
httpx = "^0.27"
beautifulsoup4 = "^4.12"
python-dateutil = "^2.9"
typer = "^0.12"
Wire T212 pagination, retries, and click<8.2 pin Context ------- Closes out the Trading212 provider's retry + pagination surface so the "Add Trading212Provider core fetch" commit has everything the CronJob needs: cursor-based pagination, 429 honouring Retry-After, jittered exponential backoff for 429-without-header and 5xx, bailout after _MAX_RETRIES, and checkpoint-after-page semantics so a crashed run resumes at the start of the unfinished page. Also pins click<8.2 — typer 0.12 calls Parameter.make_metavar() without a ctx argument, which click 8.2 removed; `broker-sync --help` was crashing with TypeError until this pin. typer 0.15+ would also fix it; the pin is lower friction. One test fix: test_checkpoint_advances_only_after_page_yielded had a handler that unconditionally returned a next_path → infinite loop. The assertion was always about "a cursor was saved after page 1", so I changed the handler to return page 2 as empty-with-no-next, which terminates the loop cleanly. Test plan --------- ## Automated - poetry run pytest -q → 70 passed - poetry run mypy broker_sync tests → Success: no issues found in 29 source files - poetry run ruff check . → All checks passed! - poetry run broker-sync --help → renders without crash; lists version + auth-spike ## Manual Verification End-to-end against a live T212 key is in the next commit once the CLI subcommand and pipeline land.
2026-04-17 19:45:23 +00:00
click = "<8.2" # typer 0.12 uses make_metavar() without ctx; click 8.2 made ctx required
Initial scaffold + canonical Activity model Context ------- New connector suite that syncs UK brokerage activity (Trading212, InvestEngine, Schwab email-parsed, CSV drop-folder) into Wealthfolio. Lives outside finance/ intentionally — finance/ is untouched per the plan at ~/.claude/plans/let-s-work-on-linking-temporal-valiant.md. This change ----------- - Poetry project with httpx, typer, bs4, dev tools (pytest, mypy strict, ruff, yapf). - Canonical Activity + Account models with the 6 UK tax wrappers (ISA/SIPP/GIA/LISA/JISA/WORKPLACE_PENSION) and the 12 Wealthfolio activity types from docs/activities/activity-types.md on the upstream. - Validation invariants: BUY/SELL need qty+price, DIVIDEND/DEPOSIT/etc need amount — raises early so providers can't silently emit broken rows. - to_wealthfolio_csv_row() shape matches Wealthfolio's CSV import; primary sink path per the plan. Test plan --------- ## Automated - poetry run pytest -q → 7 passed in 0.03s - poetry run mypy broker_sync tests → Success: no issues found in 4 source files - poetry run ruff check . → All checks passed! - poetry run yapf --diff --recursive broker_sync tests → no diff ## Manual Verification Not applicable — pure data model, no runtime behaviour. Closes: code-thw.1
2026-04-17 19:16:11 +00:00
[tool.poetry.group.dev.dependencies]
pytest = "^8.3"
pytest-asyncio = "^0.23"
mypy = "^1.11"
ruff = "^0.6"
yapf = "^0.43"
[tool.poetry.scripts]
broker-sync = "broker_sync.cli:app"
[build-system]
requires = ["poetry-core"]
build-backend = "poetry.core.masonry.api"
[tool.pytest.ini_options]
asyncio_mode = "auto"
testpaths = ["tests"]
[tool.mypy]
python_version = "3.11"
strict = true
files = ["broker_sync", "tests"]
[tool.ruff]
line-length = 100
target-version = "py311"
[tool.ruff.lint]
select = ["E", "F", "W", "I", "UP", "B", "SIM", "RUF"]
[tool.yapf]
based_on_style = "pep8"
column_limit = 100
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