ynab-portfolio-monitor/ynab/accounts.go

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package ynab
import (
"fmt"
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"log"
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"net/url"
)
// Reference: https://api.ynab.com/v1#/Accounts/
type Accounts struct {
Data struct {
Account struct {
ID string `json:"id"`
Name string `json:"name"`
Type string `json:"type"`
OnBudget bool `json:"on_budget"`
Closed bool `json:"closed"`
Note interface{} `json:"note"`
Balance int `json:"balance"`
ClearedBalance int `json:"cleared_balance"`
UnclearedBalance int `json:"uncleared_balance"`
TransferPayeeID string `json:"transfer_payee_id"`
DirectImportLinked bool `json:"direct_import_linked"`
DirectImportInError bool `json:"direct_import_in_error"`
Deleted bool `json:"deleted"`
} `json:"account"`
ServerKnowledge int `json:"server_knowledge"`
} `json:"data"`
}
func (c *Client) GetAccount(accountID string) (*Accounts, error) {
response := Accounts{}
err := c.get(fmt.Sprintf("/accounts/%s", accountID), &response, url.Values{})
if err != nil {
return nil, fmt.Errorf("failed to get accounts: %v", err)
}
return &response, nil
}
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// Creates a "Capital Gains or Losses" adjustment transaction or updates an existing one if it exists to ensure the account balance
// for the accountID provided equals the balance provided
func (c *Client) SetAccountBalance(accountID string, balance int) error {
ynabTransactionID, ynabTransactionAmount, err := c.getTodayYnabCapitalGainsTransaction(accountID)
if err != nil {
return fmt.Errorf("failed to get ynab capital gains transaction ID: %v", err)
}
ynabAccount, err := c.GetAccount(accountID)
if err != nil {
return fmt.Errorf("failed to get ynab account with id '%s': %v", accountID, err)
}
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if balance == ynabAccount.Data.Account.ClearedBalance {
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return nil // The YNAB account already has the balance we're requesting, so there is no need to do anything
}
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balanceDelta := balance - ynabAccount.Data.Account.ClearedBalance
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balanceDelta += ynabTransactionAmount // Take into account the existing transaction
if balanceDelta == 0 {
return nil // If balanceDelta is 0 do not create a transaction i.e. market is closed today
}
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err = c.updateTodayYNABCapitalGainsTransaction(accountID, ynabTransactionID, balanceDelta)
if err != nil {
return fmt.Errorf("failed to update YNAB capital gains transaction for account ID '%s': %v", accountID, err)
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}
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log.Printf("Capital gains transaction for YNAB account '%s' amount is: %d", accountID, balanceDelta)
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return nil
}