rlkollman/actual-helpers
1
0
Fork 0
Code Issues Pull Requests Actions 1 Packages Projects Releases Wiki Activity

More graceful track-investments if SimpleFIN is down.

Browse Source
This commit is contained in:
Robert Dyer
2024-08-04 03:55:24 -05:00
parent 561955342a
commit 45e85f1b88
1 changed files with 58 additions and 53 deletions
Download Patch File Download Diff File Expand all files Collapse all files
track-investments.js
+58 -53
View File
@@ -38,16 +38,20 @@ const getSimplefinBalances = async () => {
const username = credentials.split(':')[0]; const username = credentials.split(':')[0];
const pw = credentials.split(':')[1]; const pw = credentials.split(':')[1];
const url = `https://beta-bridge.simplefin.org/simplefin/accounts?start-date=${new Date().getTime()}&end-date=${new Date().getTime()}`; try {
const response = await fetch(url, { const url = `https://beta-bridge.simplefin.org/simplefin/accounts?start-date=${new Date().getTime()}&end-date=${new Date().getTime()}`;
headers: { const response = await fetch(url, {
'Authorization': `Basic ${btoa(`${username}:${pw}`)}` headers: {
} 'Authorization': `Basic ${btoa(`${username}:${pw}`)}`
}); }
const data = await response.json(); });
const accounts = data.accounts; const data = await response.json();
const balances = {}; const accounts = data.accounts;
accounts.forEach(a => balances[a.name] = parseFloat(a.balance)); const balances = {};
accounts.forEach(a => balances[a.name] = parseFloat(a.balance));
} catch (e) {
return undefined;
}
return balances; return balances;
}; };
@@ -71,56 +75,57 @@ const zeroTransaction = async (payment) => {
const categoryId = await ensureCategory(process.env.IMPORTER_INVESTMENT_CATEGORY_NAME || 'Investment'); const categoryId = await ensureCategory(process.env.IMPORTER_INVESTMENT_CATEGORY_NAME || 'Investment');
const simplefinBalances = await getSimplefinBalances(); const simplefinBalances = await getSimplefinBalances();
if (simplefinBalances) {
const accounts = await api.getAccounts(); const accounts = await api.getAccounts();
for (const account of accounts) { for (const account of accounts) {
if (account.closed) { if (account.closed) {
continue; continue;
}
const note = await getAccountNote(account);
if (note) {
const data = await getTransactions(account);
if (note.indexOf('zeroSmall') > -1) {
const payments = data.filter(payment => payment.amount > -10000 && payment.amount < 10000 && payment.amount != 0 && payment.category == categoryId)
for (const payment of payments) {
if (shouldDrop(payment)) {
await zeroTransaction(payment);
}
}
} }
if (note.indexOf('dropPayments') > -1) { const note = await getAccountNote(account);
const payments = data.filter(payment => payment.amount < 0)
for (const payment of payments) { if (note) {
if (shouldDrop(payment)) { const data = await getTransactions(account);
await zeroTransaction(payment);
if (note.indexOf('zeroSmall') > -1) {
const payments = data.filter(payment => payment.amount > -10000 && payment.amount < 10000 && payment.amount != 0 && payment.category == categoryId)
for (const payment of payments) {
if (shouldDrop(payment)) {
await zeroTransaction(payment);
}
} }
} }
}
if (note.indexOf('calcInvestment') > -1) { if (note.indexOf('dropPayments') > -1) {
const currentBalance = await getAccountBalance(account); const payments = data.filter(payment => payment.amount < 0)
const simplefinBalance = parseInt(simplefinBalances[account.name] * 100); for (const payment of payments) {
const diff = simplefinBalance - currentBalance; if (shouldDrop(payment)) {
await zeroTransaction(payment);
}
}
}
console.log('Account:', account.name); if (note.indexOf('calcInvestment') > -1) {
console.log('Simplefin Balance:', simplefinBalance); const currentBalance = await getAccountBalance(account);
console.log('Current Balance:', currentBalance); const simplefinBalance = parseInt(simplefinBalances[account.name] * 100);
console.log('Difference:', diff); const diff = simplefinBalance - currentBalance;
if (diff) { console.log('Account:', account.name);
await api.importTransactions(account.id, [{ console.log('Simplefin Balance:', simplefinBalance);
date: new Date(), console.log('Current Balance:', currentBalance);
payee: payeeId, console.log('Difference:', diff);
amount: diff,
cleared: true, if (diff) {
reconciled: true, await api.importTransactions(account.id, [{
category: categoryId, date: new Date(),
notes: `Update investment balance to ${simplefinBalance / 100}`, payee: payeeId,
}]); amount: diff,
cleared: true,
reconciled: true,
category: categoryId,
notes: `Update investment balance to ${simplefinBalance / 100}`,
}]);
}
} }
} }
} }