Add Schwab email parser (port from finance/)

Schwab's workplace-RSU confirmation emails have 5 data td elements
with class='dark-background-body' align='right': date, direction, qty,
ticker, price-with-currency-sign. One email → one Activity.

- parse_schwab_email(raw_html) -> list[Activity] (1-item or empty)
- Empty on any parse failure (IMAP batch shouldn't crash on one bad mail)
- Deterministic external_id ('schwab📅ticker:type:qty') — stable
  across re-pulls so dedup works
- Hardcoded to account 'schwab-workplace' / AccountType.GIA / USD
- 6 unit tests: SELL + BUY happy path, malformed, missing cells,
  external-id stability, commas in price

Dropped from the original finance port:
- msg_timestamp-based external id (non-deterministic — would re-import
  on every IMAP walk). Replaced with a hash-stable key.
- Currency.from_sign() currency hack. Schwab US is USD-only; we'll add
  FX when that changes.

poetry run pytest -q   →  109 passed, 1 skipped
poetry run mypy        →  clean (added types-python-dateutil)
poetry run ruff check  →  clean

broker_sync/providers/parsers/schwab.py

@@ -0,0 +1,75 @@
+"""Schwab workplace-RSU email parser.
+
+Schwab sends HTML transaction-confirmation emails with the core fields in
+five `<td class="dark-background-body" align="right">` elements:
+1. Trade date (human format — e.g. "Jan 23, 2025")
+2. Direction word ("Sold" for SELL; anything else is BUY)
+3. Quantity (share count, float)
+4. Ticker
+5. Price ("$123.45" — currency-sign-prefixed)
+
+One email → one Activity. On any parse failure we return an empty list
+(same as the original finance/ behaviour — an unparseable email shouldn't
+crash the whole IMAP batch).
+
+Ported from finance/position/provider/schwab/message_parser.py (39 lines).
+Dropped: per-row timestamp id suffix (we use ISO date + ticker + qty which
+is stable across re-pulls), currency-from-sign hackery (US Schwab is USD-
+only in practice — if that ever changes we'll add FX on parse).
+"""
+from __future__ import annotations
+
+from decimal import Decimal, InvalidOperation
+
+from bs4 import BeautifulSoup
+from dateutil import parser as dateparser
+
+from broker_sync.models import AccountType, Activity, ActivityType
+
+_ACCOUNT_ID = "schwab-workplace"
+_DEFAULT_CURRENCY = "USD"
+
+
+def parse_schwab_email(raw_html: str) -> list[Activity]:
+    """Return a single-item list of Activity on success, empty on failure."""
+    try:
+        soup = BeautifulSoup(raw_html, "html.parser")
+        cells = [
+            td.get_text(strip=True) for td in soup.find_all("td", {
+                "class": "dark-background-body",
+                "align": "right"
+            })
+        ]
+        if len(cells) < 5:
+            return []
+
+        date_txt, direction_txt, qty_txt, ticker, price_txt = cells[:5]
+        trade_date = dateparser.parse(date_txt)
+        direction = (ActivityType.SELL
+                     if direction_txt.strip().lower() == "sold" else ActivityType.BUY)
+        quantity = Decimal(qty_txt.replace(",", "").strip())
+        # Price like "$123.45" — strip the currency sign and parse the numeric tail.
+        # Handle "£", "€", "USD", etc. by taking the last numeric span.
+        price_clean = price_txt
+        for sign in ("$", "£", "€", "USD", "GBP", "EUR"):
+            price_clean = price_clean.replace(sign, "")
+        unit_price = Decimal(price_clean.replace(",", "").strip())
+
+        external_id = (f"schwab:{trade_date.date().isoformat()}:{ticker}:"
+                       f"{direction.value}:{quantity}")
+        return [
+            Activity(
+                external_id=external_id,
+                account_id=_ACCOUNT_ID,
+                account_type=AccountType.GIA,
+                date=trade_date,
+                activity_type=direction,
+                symbol=ticker.strip(),
+                quantity=quantity,
+                unit_price=unit_price,
+                currency=_DEFAULT_CURRENCY,
+                notes=f"schwab-email:{direction_txt}",
+            )
+        ]
+    except (ValueError, InvalidOperation, IndexError, AttributeError):
+        return []

poetry.lock

@@ -628,6 +628,18 @@ rich = ">=10.11.0"
 shellingham = ">=1.3.0"
 typing-extensions = ">=3.7.4.3"
 
+[[package]]
+name = "types-python-dateutil"
+version = "2.9.0.20260408"
+description = "Typing stubs for python-dateutil"
+optional = false
+python-versions = ">=3.10"
+groups = ["dev"]
+files = [
+    {file = "types_python_dateutil-2.9.0.20260408-py3-none-any.whl", hash = "sha256:473139d514a71c9d1fbd8bb328974bedcb1cc3dba57aad04ffa4157f483c216f"},
+    {file = "types_python_dateutil-2.9.0.20260408.tar.gz", hash = "sha256:8b056ec01568674235f64ecbcef928972a5fac412f5aab09c516dfa2acfbb582"},
+]
+
 [[package]]
 name = "typing-extensions"
 version = "4.15.0"
@@ -658,4 +670,4 @@ platformdirs = ">=3.5.1"
 [metadata]
 lock-version = "2.1"
 python-versions = ">=3.11,<3.13"
-content-hash = "b9c19ac1963682740a98cd539d3790ff180c2e8195d5cfcc9572da855db3fa7d"
+content-hash = "04a3e24fe45c75f975140aff6076af0a156772a1a8e82eba30ee2345ac1d8bd6"

pyproject.toml

@@ -20,6 +20,7 @@ pytest-asyncio = "^0.23"
 mypy = "^1.11"
 ruff = "^0.6"
 yapf = "^0.43"
+types-python-dateutil = "^2.9.0.20260408"
 
 [tool.poetry.scripts]
 broker-sync = "broker_sync.cli:app"

tests/providers/parsers/test_schwab.py

@@ -0,0 +1,84 @@
+from __future__ import annotations
+
+from decimal import Decimal
+
+from broker_sync.models import AccountType, ActivityType
+from broker_sync.providers.parsers.schwab import parse_schwab_email
+
+_SELL = """
+<html><body>
+<table>
+<tr><td>Date</td><td class="dark-background-body" align="right">Jan 23, 2025</td></tr>
+<tr><td>Action</td><td class="dark-background-body" align="right">Sold</td></tr>
+<tr><td>Quantity</td><td class="dark-background-body" align="right">100.0</td></tr>
+<tr><td>Ticker</td><td class="dark-background-body" align="right">META</td></tr>
+<tr><td>Price</td><td class="dark-background-body" align="right">$612.34</td></tr>
+</table>
+</body></html>
+"""
+
+_BUY = """
+<html><body><table>
+<tr><td class="dark-background-body" align="right">2024-11-15</td></tr>
+<tr><td class="dark-background-body" align="right">Bought</td></tr>
+<tr><td class="dark-background-body" align="right">5.5</td></tr>
+<tr><td class="dark-background-body" align="right">AAPL</td></tr>
+<tr><td class="dark-background-body" align="right">$225.00</td></tr>
+</table></body></html>
+"""
+
+_MALFORMED = "<html><body>no transaction here</body></html>"
+
+_MISSING_CELLS = """
+<html><body><table>
+<tr><td class="dark-background-body" align="right">Jan 23, 2025</td></tr>
+<tr><td class="dark-background-body" align="right">Sold</td></tr>
+</table></body></html>
+"""
+
+
+def test_sell_email_parses_to_one_sell_activity() -> None:
+    acts = parse_schwab_email(_SELL)
+    assert len(acts) == 1
+    a = acts[0]
+    assert a.activity_type is ActivityType.SELL
+    assert a.symbol == "META"
+    assert a.quantity == Decimal("100.0")
+    assert a.unit_price == Decimal("612.34")
+    assert a.currency == "USD"
+    assert a.account_id == "schwab-workplace"
+    assert a.account_type is AccountType.GIA
+    assert a.date.date().isoformat() == "2025-01-23"
+
+
+def test_buy_email_becomes_buy_activity() -> None:
+    acts = parse_schwab_email(_BUY)
+    assert len(acts) == 1
+    a = acts[0]
+    assert a.activity_type is ActivityType.BUY
+    assert a.symbol == "AAPL"
+    assert a.quantity == Decimal("5.5")
+    assert a.unit_price == Decimal("225.00")
+
+
+def test_malformed_email_returns_empty_list() -> None:
+    # No matching td cells at all.
+    assert parse_schwab_email(_MALFORMED) == []
+
+
+def test_missing_cells_returns_empty_list() -> None:
+    # Only 2 of the 5 required cells — parser must bail cleanly.
+    assert parse_schwab_email(_MISSING_CELLS) == []
+
+
+def test_external_id_is_stable_across_reruns() -> None:
+    # Same email → same external_id (deterministic, not timestamp-based).
+    a1 = parse_schwab_email(_SELL)[0]
+    a2 = parse_schwab_email(_SELL)[0]
+    assert a1.external_id == a2.external_id
+
+
+def test_price_with_commas_parses() -> None:
+    html = _SELL.replace("$612.34", "$1,612.34")
+    a = parse_schwab_email(html)[0]
+    assert a.unit_price == Decimal("1612.34")