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
48 lines
1,013 B
TOML
48 lines
1,013 B
TOML
[tool.poetry]
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name = "broker-sync"
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version = "0.1.0"
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description = "Sync UK brokerage activity (Trading212, InvestEngine, Schwab, CSV) into Wealthfolio"
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authors = ["Viktor Barzin <viktorbarzin@meta.com>"]
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readme = "pyproject.toml"
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packages = [{ include = "broker_sync" }]
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[tool.poetry.dependencies]
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python = ">=3.11,<3.13"
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httpx = "^0.27"
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beautifulsoup4 = "^4.12"
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python-dateutil = "^2.9"
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typer = "^0.12"
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[tool.poetry.group.dev.dependencies]
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pytest = "^8.3"
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pytest-asyncio = "^0.23"
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mypy = "^1.11"
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ruff = "^0.6"
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yapf = "^0.43"
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[tool.poetry.scripts]
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broker-sync = "broker_sync.cli:app"
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[build-system]
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requires = ["poetry-core"]
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build-backend = "poetry.core.masonry.api"
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[tool.pytest.ini_options]
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asyncio_mode = "auto"
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testpaths = ["tests"]
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[tool.mypy]
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python_version = "3.11"
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strict = true
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files = ["broker_sync", "tests"]
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[tool.ruff]
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line-length = 100
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target-version = "py311"
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[tool.ruff.lint]
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select = ["E", "F", "W", "I", "UP", "B", "SIM", "RUF"]
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[tool.yapf]
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based_on_style = "pep8"
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column_limit = 100
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