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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