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How to use it with Schwab Equity JSON? #583

@DimitryDushkin

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@DimitryDushkin

How --schwab_equity_award_json is intendant to be used? It seems it's not working no matter do I provide along --schwab-award some.csv or not. If I do not provide argument --schwab_equity_award_json and use just CSVs for transactions and awards it's working fine.

If I provide both like cgt-calc --year 2023 --schwab ./Individual_XXX996_Transactions.csv --schwab-award ./EquityAwardsCenter_Transactions.csv --schwab_equity_award_json ./EquityAwardsCenter_Transactions.json there is an error:

  File "/root/.local/share/pipx/venvs/cgt-calc/lib/python3.11/site-packages/cgt_calc/parsers/schwab_equity_award_json.py", line 151, in action_from_str
    raise ParsingError("schwab transactions", f"Unknown action: {label}")
cgt_calc.exceptions.ParsingError: While parsing schwab transactions, Unknown action: Lapse

If I provide only transactions and schwab_equity_award_json like like cgt-calc --year 2023 --schwab ./Individual_XXX996_Transactions.csv --schwab_equity_award_json ./EquityAwardsCenter_Transactions.json the error is

KeyError: 'Award price is not found for symbol SOMETHING for date 2024-11-15'

but clearly the entry for equity is in JSON.

I looked at code a bit and it seems the code is not organized to work without equity CSV file provided and this error above comes way before equity JSON file parsing. So this made me wonder what I'm doing wrong using JSON? :)

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