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More graceful track-investments if SimpleFIN is down.

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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
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track-investments.js
+58 -53
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@@ -38,16 +38,20 @@ const getSimplefinBalances = async () => {
const username = credentials.split(':')[0];
const pw = credentials.split(':')[1];
const url = `https://beta-bridge.simplefin.org/simplefin/accounts?start-date=${new Date().getTime()}&end-date=${new Date().getTime()}`;
const response = await fetch(url, {
headers: {
'Authorization': `Basic ${btoa(`${username}:${pw}`)}`
}
});
const data = await response.json();
const accounts = data.accounts;
const balances = {};
accounts.forEach(a => balances[a.name] = parseFloat(a.balance));
try {
const url = `https://beta-bridge.simplefin.org/simplefin/accounts?start-date=${new Date().getTime()}&end-date=${new Date().getTime()}`;
const response = await fetch(url, {
headers: {
'Authorization': `Basic ${btoa(`${username}:${pw}`)}`
}
});
const data = await response.json();
const accounts = data.accounts;
const balances = {};
accounts.forEach(a => balances[a.name] = parseFloat(a.balance));
} catch (e) {
return undefined;
}
return balances;
};
@@ -71,56 +75,57 @@ const zeroTransaction = async (payment) => {
const categoryId = await ensureCategory(process.env.IMPORTER_INVESTMENT_CATEGORY_NAME || 'Investment');
const simplefinBalances = await getSimplefinBalances();
const accounts = await api.getAccounts();
for (const account of accounts) {
if (account.closed) {
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 (simplefinBalances) {
const accounts = await api.getAccounts();
for (const account of accounts) {
if (account.closed) {
continue;
}
if (note.indexOf('dropPayments') > -1) {
const payments = data.filter(payment => payment.amount < 0)
for (const payment of payments) {
if (shouldDrop(payment)) {
await zeroTransaction(payment);
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('calcInvestment') > -1) {
const currentBalance = await getAccountBalance(account);
const simplefinBalance = parseInt(simplefinBalances[account.name] * 100);
const diff = simplefinBalance - currentBalance;
if (note.indexOf('dropPayments') > -1) {
const payments = data.filter(payment => payment.amount < 0)
for (const payment of payments) {
if (shouldDrop(payment)) {
await zeroTransaction(payment);
}
}
}
console.log('Account:', account.name);
console.log('Simplefin Balance:', simplefinBalance);
console.log('Current Balance:', currentBalance);
console.log('Difference:', diff);
if (note.indexOf('calcInvestment') > -1) {
const currentBalance = await getAccountBalance(account);
const simplefinBalance = parseInt(simplefinBalances[account.name] * 100);
const diff = simplefinBalance - currentBalance;
if (diff) {
await api.importTransactions(account.id, [{
date: new Date(),
payee: payeeId,
amount: diff,
cleared: true,
reconciled: true,
category: categoryId,
notes: `Update investment balance to ${simplefinBalance / 100}`,
}]);
console.log('Account:', account.name);
console.log('Simplefin Balance:', simplefinBalance);
console.log('Current Balance:', currentBalance);
console.log('Difference:', diff);
if (diff) {
await api.importTransactions(account.id, [{
date: new Date(),
payee: payeeId,
amount: diff,
cleared: true,
reconciled: true,
category: categoryId,
notes: `Update investment balance to ${simplefinBalance / 100}`,
}]);
}
}
}
}