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
2 lines
86 B
Python
2 lines
86 B
Python
"""broker-sync: sync UK brokerage activity into Wealthfolio."""
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__version__ = "0.1.0"
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