fix creating categories for track_investments

README.md

@@ -41,9 +41,9 @@ INTEREST_PAYEE_NAME="Loan Interest"
 # optional, name of the payee for added interest transactions
 INVESTMENT_PAYEE_NAME="Investment"
 # optional, name of the cateogry group for added investment tracking transactions
-INTEREST_CATEGORY_GROUP_NAME="Income"
+INVESTMENT_CATEGORY_GROUP_NAME="Income"
 # optional, name of the category for added investment tracking transactions
-INTEREST_CATEGORY_NAME="Investment"
+INVESTMENT_CATEGORY_NAME="Investment"
 ```
 
 ## Installation
@@ -209,6 +209,9 @@ need to update this to add additional notes to look for.
 You can optionally change the payee used for the transactions by setting
 `INVESTMENT_PAYEE_NAME` in the `.env` file.
 
+You can optionally change the category group used for the transactions by setting
+`INVESTMENT_CATEGORY_GROUP_NAME` in the `.env` file.
+
 You can optionally change the category used for the transactions by setting
 `INVESTMENT_CATEGORY_NAME` in the `.env` file.
 

track-investments.js

@@ -1,7 +1,7 @@
 const api = require('@actual-app/api');
 const fs = require('fs');
 const readline = require('readline-sync');
-const { closeBudget, ensureCategory, ensurePayee, getAccountBalance, getAccountNote, getSimpleFinID, getTransactions, openBudget } = require('./utils');
+const { closeBudget, ensureCategory, ensureCategoryGroup, ensurePayee, getAccountBalance, getAccountNote, getSimpleFinID, getTransactions, openBudget } = require('./utils');
 require("dotenv").config();
 
 
@@ -72,7 +72,8 @@ const zeroTransaction = async (payment) => {
   await openBudget();
 
   const payeeId = await ensurePayee(process.env.INVESTMENT_PAYEE_NAME || 'Investment');
-  const categoryId = await ensureCategory(process.env.INVESTMENT_CATEGORY_NAME || 'Investment');
+  const categoryGroupId = await ensureCategoryGroup(process.env.INVESTMENT_CATEGORY_GROUP_NAME || 'Income');
+  const categoryId = await ensureCategory(process.env.INVESTMENT_CATEGORY_NAME || 'Investment', categoryGroupId, true);
 
   const simplefinBalances = await getSimplefinBalances();
   if (simplefinBalances) {

utils.js

@@ -4,8 +4,9 @@ require("dotenv").config();
 const Utils = {
   openBudget: async function () {
     process.on('unhandledRejection', (reason, p) => {
-      console.log('Unhandled Rejection at: Promise', p, 'reason:', reason);
-      console.log(reason.stack);
+      console.error('Unhandled Rejection at: Promise', p, 'reason:', reason);
+      console.error(reason.stack);
+      process.exit(1);
     });
 
     const url = process.env.ACTUAL_SERVER_URL || '';
@@ -32,7 +33,12 @@ const Utils = {
 
   closeBudget: async function () {
     console.log("done");
-    await api.shutdown();
+    try {
+      await api.shutdown();
+    } catch (e) {
+      console.error(e);
+      process.exit(1);
+    }
   },
 
   getAccountBalance: async function (account, cutoffDate=new Date()) {
@@ -83,29 +89,59 @@ const Utils = {
   },
 
   ensurePayee: async function (payeeName) {
-    const payees = await api.getPayees();
-    let payeeId = payees.find(p => p.name === payeeName)?.id;
-    if (!payeeId) {
-      payeeId = await api.createPayee({ name: payeeName });
+    try {
+      const payees = await api.getPayees();
+      let payeeId = payees.find(p => p.name === payeeName)?.id;
+      if (!payeeId) {
+        payeeId = await api.createPayee({ name: payeeName });
+      }
+      if (payeeId) {
+        return payeeId;
+      }
+    } catch (e) {
+      console.error(e);
     }
-    if (!payeeId) {
-      console.error('Failed to create payee:', payeeName);
-      process.exit(1);
-    }
-    return payeeId;
+    console.error('Failed to create payee:', payeeName);
+    process.exit(1);
   },
 
-  ensureCategory: async function (categoryName) {
-    const categories = await api.getCategories();
-    let categoryId = categories.find(c => c.name === categoryName)?.id;
-    if (!categoryId) {
-      categoryId = await api.createCategory({ name: categoryName });
+  ensureCategoryGroup: async function (categoryGroupName) {
+    try {
+      const groups = await api.getCategoryGroups();
+      let groupId = groups.find(g => g.name === categoryGroupName)?.id;
+      if (!groupId) {
+        groupId = await api.createCategoryGroup({ name: categoryGroupName });
+      }
+      if (groupId) {
+        return groupId;
+      }
+    } catch (e) {
+      console.error(e);
     }
-    if (!categoryId) {
-      console.error('Failed to create category:', categoryName);
-      process.exit(1);
+    console.error('Failed to create category group:', categoryGroupName);
+    process.exit(1);
+  },
+
+  ensureCategory: async function (categoryName, groupId, is_income=false) {
+    try {
+      const categories = await api.getCategories();
+      let categoryId = categories.find(c => c.name === categoryName)?.id;
+      if (!categoryId) {
+        categoryId = await api.createCategory({
+          name: categoryName,
+          group_id: groupId,
+          is_income: is_income,
+          hidden: false,
+        });
+      }
+      if (categoryId) {
+        return categoryId;
+      }
+    } catch (e) {
+      console.error(e);
     }
-    return categoryId;
+    console.error('Failed to create category:', categoryName);
+    process.exit(1);
   },
 
   getTagValue: function (note, tag, defaultValue=undefined) {