Brokerage data sync (Trading 212, Schwab, Fidelity, IMAP-CSV) → Wealthfolio. Image is published as viktor/wealthfolio-sync per the wealthfolio stack convention.
1d1e20b72b
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 |
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| broker_sync | ||
| docs/providers | ||
| tests | ||
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| Dockerfile | ||
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| pyproject.toml | ||