a2aa7ec486
Context ------- New connector suite that syncs UK brokerage activity (Trading212, InvestEngine, Schwab email-parsed, CSV drop-folder) into Wealthfolio. Lives outside finance/ intentionally — finance/ is untouched per the plan at ~/.claude/plans/let-s-work-on-linking-temporal-valiant.md. This change ----------- - Poetry project with httpx, typer, bs4, dev tools (pytest, mypy strict, ruff, yapf). - Canonical Activity + Account models with the 6 UK tax wrappers (ISA/SIPP/GIA/LISA/JISA/WORKPLACE_PENSION) and the 12 Wealthfolio activity types from docs/activities/activity-types.md on the upstream. - Validation invariants: BUY/SELL need qty+price, DIVIDEND/DEPOSIT/etc need amount — raises early so providers can't silently emit broken rows. - to_wealthfolio_csv_row() shape matches Wealthfolio's CSV import; primary sink path per the plan. Test plan --------- ## Automated - poetry run pytest -q → 7 passed in 0.03s - poetry run mypy broker_sync tests → Success: no issues found in 4 source files - poetry run ruff check . → All checks passed! - poetry run yapf --diff --recursive broker_sync tests → no diff ## Manual Verification Not applicable — pure data model, no runtime behaviour. Closes: code-thw.1
16 lines
152 B
Text
16 lines
152 B
Text
__pycache__/
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*.py[cod]
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*.egg-info/
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.pytest_cache/
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.mypy_cache/
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.ruff_cache/
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.coverage
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.venv/
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venv/
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dist/
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build/
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*.db
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*.db-journal
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.DS_Store
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.env
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.envrc
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