Extends parse_schwab_email to handle Schwab's RSU Release Confirmation
emails alongside the existing trade confirmations. Adds:
- `VestEvent` dataclass in models.py — carries vest_date, ticker,
shares_vested, shares_sold_to_cover, fmv_at_vest_usd, tax_withheld_usd.
Written to payslip_ingest.rsu_vest_events by a postgres sink (pending
a real email fixture + cross-service DB grant).
- `parse_schwab_email_full()` — new entry point returning both
`list[Activity]` and `VestEvent | None`. The legacy
`parse_schwab_email()` shape is preserved for existing callers.
- Vest-release dispatch heuristic: HTML body mentions "Release
Confirmation" / "Award Vesting" / "RSU Release". On match, extract
vest fields via label regexes; the full vest becomes a BUY Activity
and the sell-to-cover slice becomes a SELL Activity at the same FMV
(net zero cash on the day). Gross vest + sell-to-cover returned so
Wealthfolio gets the full portfolio picture.
- Tests: 3 new (vest roundtrip, unparseable-vest safety, legacy shape
preserved); existing 6 unchanged.
The regex heuristics will need tightening once a real email sample
exists — the HTML structure observed in public Schwab emails may
differ in material ways. For now, unmatched vest bodies return
empty-result (no Activity, no VestEvent) rather than crashing the
IMAP batch.
Part of: code-860
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
