Brokerage data sync (Trading 212, Schwab, Fidelity, IMAP-CSV) → Wealthfolio. Image is published as viktor/wealthfolio-sync per the wealthfolio stack convention.
17c2a69c6c
Schwab Stock Plan Services doesn't email vest-release confirmations to the employee inbox — only the same-day-sell trade-executed alert lands. The vest itself was invisible to broker-sync, so the META cadence panel in the wealth dashboard has been missing the May 2026 vest BUY and would keep missing every future vest. Synthesis: when a SELL email's trade date is on/after the configured boundary (default 2026-04-01), also emit a paired BUY with identical date/qty/price/symbol. Notes link the pair via the SELL's external_id. Verified true across 14 historical vests — 100% same-day-sell pattern, SELL qty == vest qty. Boundary stops the synthesis from back-filling vests prior to 2026-04 which already have csv-sourced BUY rows in Wealthfolio from the historical one-shot backfill (last vest 2026-02-18). The csv BUYs and inferred BUYs have distinct external_ids, so re-running against old emails would double-count without this guard. Override via env var `SCHWAB_VEST_INFER_FROM_DATE=yyyy-mm-dd` on the broker-sync-imap cron. Tests: 4 new cases — recent SELL pairs, old SELL doesn't pair, env override works, BUY-direction emails (rare) don't get paired. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com> |
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