initial commit

main.go

@@ -0,0 +1,145 @@
+package main
+
+import (
+	"fmt"
+	"log"
+	"os"
+	"strconv"
+	"time"
+
+	"deadbeef.codes/steven/ynab-portfolio-monitor/questrade"
+	"deadbeef.codes/steven/ynab-portfolio-monitor/ynab"
+)
+
+var (
+	persistentData      *PersistentData
+	questradeClient     *questrade.Client
+	ynabClient          *ynab.Client
+	questradeAccountIDs []int
+	ynabAccountIDs      []string
+)
+
+func init() {
+	log.Printf("ynab-portfolio-monitor init")
+
+	// Load application configuration from environment variables
+	envVars := make(map[string]string)
+	envVars["questrade_refresh_token"] = os.Getenv("questrade_refresh_token")
+	envVars["ynab_secret"] = os.Getenv("ynab_secret")
+	envVars["ynab_budget_id"] = os.Getenv("ynab_budget_id")
+
+	// Validate that all required environment variables are set
+	for key, value := range envVars {
+		if value == "" {
+			log.Fatalf("shell environment variable %s is not set", key)
+		}
+	}
+
+	for i := 0; true; i++ {
+		questradeAccountIDString := os.Getenv(fmt.Sprintf("questrade_account_%d", i))
+		ynabAccountID := os.Getenv(fmt.Sprintf("questrade_ynab_account_%d", i))
+		if questradeAccountIDString == "" || ynabAccountID == "" {
+			break
+		}
+
+		questradeAccountID, err := strconv.Atoi(questradeAccountIDString)
+		if err != nil {
+			log.Fatalf("failed to convert environment variable questrade_account_%d with value of '%s' to integer: %v", i, questradeAccountIDString, err)
+		}
+		questradeAccountIDs = append(questradeAccountIDs, questradeAccountID)
+		ynabAccountIDs = append(ynabAccountIDs, ynabAccountID)
+	}
+
+	// Load persistent data
+	var err error
+	persistentData, err = loadPersistentData()
+	if err != nil {
+		log.Fatalf("failed to load persistent data: %v", err)
+	}
+
+	// ynab client is static and has no persistent data so is initialized here and not in main program loop
+	ynabClient, err = ynab.NewClient(envVars["ynab_budget_id"], envVars["ynab_secret"])
+	if err != nil {
+		log.Fatalf("failed to create ynab client: %v", err)
+	}
+}
+
+func main() {
+	for {
+		var err error
+
+		// Questrade authentication needs to be refreshed and persistentData written to disk in case app restarts
+		questradeClient, err = questrade.NewClient(persistentData.QuestradeRefreshToken)
+		if err != nil {
+			log.Fatalf("failed to create questrade client: %v", err)
+		}
+
+		persistentData.QuestradeRefreshToken = questradeClient.Credentials.RefreshToken
+
+		err = savePersistentData(*persistentData)
+		if err != nil {
+			log.Fatalf("failed to save persistent data: %v", err)
+		}
+
+		// Update Questrade accounts
+		err = syncQuestrade()
+		if err != nil {
+			log.Fatalf("failed to sync questrade to ynab: %v", err)
+		}
+
+		// Update Bitcoin account
+
+		// Update ComputerShare account
+
+		log.Print("Sleeping for 6 hours...")
+		time.Sleep(time.Hour * 6)
+
+	}
+
+}
+
+func syncQuestrade() error {
+
+	for i, questradeAccountID := range questradeAccountIDs {
+		questradeBalance, err := questradeClient.GetQuestradeAccountBalance(questradeAccountID)
+		if err != nil {
+			return fmt.Errorf("failed to get questrade account balance for account ID '%d': %v", questradeAccountID, err)
+		}
+
+		ynabTransactionID, ynabTransactionAmount, err := ynabClient.GetTodayYnabCapitalGainsTransaction(ynabAccountIDs[i])
+		if err != nil {
+			return fmt.Errorf("failed to get ynab capital gains transaction ID: %v", err)
+		}
+
+		ynabAccount, err := ynabClient.GetAccount(ynabAccountIDs[i])
+		if err != nil {
+			return fmt.Errorf("failed to get ynab account with id '%s': %v", ynabAccountIDs[i], err)
+		}
+
+		balanceDelta := questradeBalance - ynabAccount.Data.Account.Balance
+		balanceDelta += ynabTransactionAmount // Take into account the existing transaction
+
+		if balanceDelta == 0 {
+			continue // If balanceDelta is 0 do not create a transaction i.e. market is closed today
+		}
+
+		if ynabTransactionID == "" {
+			// there is no transaction - so create a new one
+			err = ynabClient.CreateTodayYNABCapitalGainsTransaction(ynabAccountIDs[i], balanceDelta)
+			if err != nil {
+				return fmt.Errorf("failed to create YNAB capital gains transaction for account ID '%s': %v", ynabAccountIDs[i], err)
+			}
+			log.Printf("Creating new capital gains transaction for YNAB account '%s' for amount: %d", ynabAccountIDs[i], balanceDelta)
+
+		} else {
+			// there is an existing transaction - so update the existing one
+			err = ynabClient.UpdateTodayYNABCapitalGainsTransaction(ynabAccountIDs[i], ynabTransactionID, balanceDelta)
+			if err != nil {
+				return fmt.Errorf("failed to update YNAB capital gains transaction for account ID '%s': %v", ynabAccountIDs[i], err)
+			}
+			log.Printf("Updating existing capital gains transaction for YNAB account '%s' for amount: %d", ynabAccountIDs[i], balanceDelta)
+		}
+	}
+
+	return nil
+}