a8280e77b6
Activates the Schwab/InvestEngine IMAP ingest CronJob that's been
scaffolded-but-suspended since Phase 2 of broker-sync, now that the
Schwab parser can detect vest-confirmation emails. Runs nightly 02:30 UK.
Current behaviour once deployed:
- Trade confirmations (Schwab sell-to-cover, InvestEngine orders) →
Activity rows posted to Wealthfolio. Unchanged.
- Release Confirmations (Schwab RSU vests) → parser returns gross-vest
BUY + sell-to-cover SELL Activities (to Wealthfolio) and a VestEvent
object (NOT YET persisted — Postgres sink + DB grant pending; see
follow-up under code-860). Vest detection uses a subject/body
heuristic that will need tightening against a real email fixture.
Panel 15 of the UK payslip dashboard added: per-vest-month join of
payslip.rsu_vest vs rsu_vest_events (gross_value_gbp, tax_withheld_gbp)
with delta columns. Tax-delta-percent coloured green/orange/red at
0/2%/5% thresholds. Table is empty until broker-sync starts persisting
VestEvents — harmless until then.
Before applying:
- Verify IMAP creds in Vault (secret/broker-sync: imap_host,
imap_user, imap_password, imap_directory) are still valid.
- Empty vest-event table is expected; delta columns show NULL until
the postgres sink lands.
Part of: code-860
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| terragrunt.hcl | ||