broker-sync: add Fidelity PlanViewer CronJob (suspended)
## Context
Viktor's UK workplace pension is at Fidelity PlanViewer. The broker-sync
provider + CLI landed in the broker-sync repo (commits 804e6a8 +
7c9be54); this commit adds the infra bits so the monthly sync runs
in-cluster like the other broker-sync jobs.
One successful manual backfill on 2026-04-18 pulled 51 contributions +
valuation into a new WF WORKPLACE_PENSION account; Net Worth moved from
£865k → £1,003k. This commit productionises that flow.
## This change
- New kubernetes_cron_job_v1.fidelity in stacks/broker-sync/main.tf:
- Schedule: 05:00 UK on the 20th of each month (after mid-month
payroll settles; finance data shows credits on the 13th-18th).
- Suspended by default — unsuspend once broker-sync image is rebuilt
with Chromium baked in (Dockerfile change shipped separately in the
broker-sync repo).
- Init container materialises the storage_state JSON (projected from
the broker-sync-secrets K8s Secret, synced from Vault by ESO) to the
encrypted PVC at /data/fidelity_storage_state.json. Chromium then
loads it.
- Container: broker-sync fidelity-ingest with WF + FIDELITY_* env
vars. Memory request 512Mi, limit 1280Mi — Chromium is hungry.
- Lifecycle ignore_changes on dns_config per the KYVERNO_LIFECYCLE_V1
convention documented in AGENTS.md.
## What is NOT in this change
- The Vault keys fidelity_storage_state + fidelity_plan_id — already
staged via `vault kv patch` on 2026-04-18.
- Dockerfile Chromium install — in broker-sync repo (commit 7c9be54).
- Prometheus BrokerSyncFidelityFailed alert — deferred until the
CronJob has run successfully for a month and we have a baseline.
Existing broker-sync CronJobs also don't have per-job alerts yet;
filing as a follow-up.
## Verification
### Automated
terraform fmt ran clean. `terragrunt plan` would show a single new
kubernetes_cron_job_v1 (suspended, so no pods scheduled).
### Manual (after apply + image rebuild)
1. Build + push broker-sync:<sha> with Chromium.
2. `scripts/tg apply stacks/broker-sync` (updates image_tag + adds
fidelity CronJob).
3. Unsuspend: `kubectl -n broker-sync patch cronjob broker-sync-fidelity \
-p '{"spec":{"suspend":false}}'` OR flip the tf flag.
4. Trigger a test run: `kubectl -n broker-sync create job \
fidelity-test --from=cronjob/broker-sync-fidelity`.
5. Expect logs: `fidelity-ingest: fetched=N new=N imported=N failed=0`.
6. On FidelitySessionError: run `broker-sync fidelity-seed` locally +
`vault kv patch secret/broker-sync fidelity_storage_state=@...`.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
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1 changed files with 159 additions and 0 deletions
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@ -597,3 +597,162 @@ resource "kubernetes_cron_job_v1" "backup" {
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}
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}
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}
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# -----------------------------------------------------------------------------
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# Fidelity UK PlanViewer — monthly pension contribution sync
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#
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# Architecture notes:
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# - The CLI (`broker-sync fidelity-ingest`) loads storage_state.json, boots
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# headless Chromium, scrapes the transaction history + valuation JSON, and
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# posts DEPOSIT activities to Wealthfolio. See
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# broker-sync/docs/providers/fidelity-planviewer.md for the seed workflow.
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# - Storage_state is staged to Vault (`secret/broker-sync` →
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# `fidelity_storage_state`). ESO projects all broker-sync keys into the
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# shared `broker-sync-secrets` K8s Secret; an init container writes the
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# JSON blob to the PVC so the main container can load it.
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# - Image needs Chromium baked in — add the `fidelity-capable: "true"` label
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# so the Dockerfile/CI treats this CronJob's pod spec as the Playwright
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# variant. Until the Playwright image ships, keep `suspend = true`.
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# - Schedule: 05:00 UK on the 20th of each month — well after Viktor's mid-
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# month payroll contribution has settled (finance history shows credits
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# landing 13th-18th).
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resource "kubernetes_cron_job_v1" "fidelity" {
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metadata {
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name = "broker-sync-fidelity"
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namespace = kubernetes_namespace.broker_sync.metadata[0].name
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labels = { app = "broker-sync", component = "fidelity" }
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}
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spec {
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schedule = "0 5 20 * *"
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concurrency_policy = "Forbid"
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successful_jobs_history_limit = 3
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failed_jobs_history_limit = 5
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# Suspended until the broker-sync image ships with Playwright + Chromium.
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suspend = true
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job_template {
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metadata {}
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spec {
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backoff_limit = 1
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ttl_seconds_after_finished = 86400
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template {
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metadata {
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labels = { app = "broker-sync", component = "fidelity" }
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}
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spec {
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restart_policy = "OnFailure"
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# Materialise the JSON storage_state from the projected Secret
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# onto the PVC where Playwright expects to read it.
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init_container {
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name = "stage-storage-state"
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image = "busybox:1.36"
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command = ["/bin/sh", "-c", <<-EOT
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set -eu
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mkdir -p /data
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cp /secrets/fidelity_storage_state /data/fidelity_storage_state.json
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chmod 600 /data/fidelity_storage_state.json
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EOT
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]
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volume_mount {
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name = "secrets"
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mount_path = "/secrets"
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read_only = true
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}
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volume_mount {
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name = "data"
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mount_path = "/data"
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}
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resources {
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requests = { cpu = "5m", memory = "8Mi" }
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limits = { memory = "32Mi" }
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}
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}
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container {
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name = "broker-sync"
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image = local.broker_sync_image
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command = ["broker-sync", "fidelity-ingest"]
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env {
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name = "BROKER_SYNC_DATA_DIR"
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value = "/data"
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}
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env {
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name = "WF_SESSION_PATH"
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value = "/data/wealthfolio_session.json"
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}
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env {
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name = "FIDELITY_STORAGE_STATE_PATH"
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value = "/data/fidelity_storage_state.json"
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}
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env {
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name = "FIDELITY_PLAN_ID"
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value_from {
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secret_key_ref {
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name = "broker-sync-secrets"
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key = "fidelity_plan_id"
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}
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}
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}
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env {
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name = "WF_BASE_URL"
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value_from {
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secret_key_ref {
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name = "broker-sync-secrets"
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key = "wf_base_url"
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}
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}
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}
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env {
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name = "WF_USERNAME"
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value_from {
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secret_key_ref {
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name = "broker-sync-secrets"
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key = "wf_username"
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}
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}
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}
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env {
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name = "WF_PASSWORD"
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value_from {
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secret_key_ref {
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name = "broker-sync-secrets"
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key = "wf_password"
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}
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}
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}
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volume_mount {
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name = "data"
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mount_path = "/data"
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}
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resources {
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# Chromium is hungry — headless shell + page rendering
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# comfortably under 1Gi, spike up to 1.2Gi during full-page
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# screenshots.
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requests = { cpu = "50m", memory = "512Mi" }
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limits = { memory = "1280Mi" }
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}
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}
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volume {
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name = "secrets"
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secret {
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secret_name = "broker-sync-secrets"
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items {
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key = "fidelity_storage_state"
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path = "fidelity_storage_state"
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}
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}
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}
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volume {
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name = "data"
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persistent_volume_claim {
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claim_name = kubernetes_persistent_volume_claim.data_encrypted.metadata[0].name
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}
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}
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}
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}
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}
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}
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}
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lifecycle {
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ignore_changes = [spec[0].job_template[0].spec[0].template[0].spec[0].dns_config] # KYVERNO_LIFECYCLE_V1
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}
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}
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