add partial share ownership support (float)... and penny rounding errors.

.drone.yml

@@ -3,7 +3,7 @@ name: default
 
 workspace:
   base: /go
-  path: src/deadbeef.codes/steven/ynab-portfolio-monitor
+  path: src/code.stevenpolley.net/steven/ynab-portfolio-monitor
 
 steps:
 
@@ -24,4 +24,4 @@ steps:
 - name: package in docker container
   image: plugins/docker
   settings:
-    repo: registry.deadbeef.codes/ynab-portfolio-monitor
+    repo: registry.stevenpolley.net/ynab-portfolio-monitor

README.md

@@ -1,6 +1,6 @@
 # ynab-portfolio-monitor
 
-[![Build Status](https://drone.deadbeef.codes/api/badges/steven/ynab-portfolio-monitor/status.svg)](https://drone.deadbeef.codes/steven/ynab-portfolio-monitor)
+[![Build Status](https://drone.stevenpolley.net/api/badges/steven/ynab-portfolio-monitor/status.svg)](https://drone.stevenpolley.net/steven/ynab-portfolio-monitor)
 
 Track your securities in YNAB for account types and update your balance automatically.  For each configured account, it will update the balance from your broker in YNAB every 6 hours by creating / editing a transaction named "Capital Gains or Losses".  On days that exchanges are closed, it will not do anything.  The end result is that there will be transaction each day with payee "Capital Gains or Losses" in YNAB for each account you configure, which allows tracking your account balance over time.
 
@@ -8,7 +8,7 @@ It syncs your balance like magic!
 
 ![alt text][logo]
 
-[logo]: https://deadbeef.codes/steven/ynab-portfolio-monitor/raw/branch/main/example-image.png "It syncs your balance like magic!"
+[logo]: https://code.stevenpolley.net/steven/ynab-portfolio-monitor/raw/branch/main/example-image.png "It syncs your balance like magic!"
 
 ### Architecture
 
@@ -56,7 +56,7 @@ version: '3.8'
 services:    
 
   ynab-portfolio-monitor:
-    image: registry.deadbeef.codes/ynab-portfolio-monitor:latest
+    image: registry.stevenpolley.net/ynab-portfolio-monitor:latest
     restart: always
     environment:
       - TZ=America/Edmonton

accountProviders.go

@@ -1,10 +1,10 @@
 package main
 
 import (
-	"deadbeef.codes/steven/ynab-portfolio-monitor/providers/bitcoin"
+	"code.stevenpolley.net/steven/ynab-portfolio-monitor/providers/bitcoin"
-	"deadbeef.codes/steven/ynab-portfolio-monitor/providers/questrade"
+	"code.stevenpolley.net/steven/ynab-portfolio-monitor/providers/questrade"
-	"deadbeef.codes/steven/ynab-portfolio-monitor/providers/staticjsonFinnhub"
+	"code.stevenpolley.net/steven/ynab-portfolio-monitor/providers/staticjsonFinnhub"
-	"deadbeef.codes/steven/ynab-portfolio-monitor/providers/staticjsonYahooFinance"
+	"code.stevenpolley.net/steven/ynab-portfolio-monitor/providers/staticjsonYahooFinance"
 )
 
 // AccountProvider is the base set of requirements to be implemented for any integration

go.mod

@@ -1,4 +1,4 @@
-module deadbeef.codes/steven/ynab-portfolio-monitor
+module code.stevenpolley.net/steven/ynab-portfolio-monitor
 
 go 1.22
 

main.go

@@ -7,7 +7,7 @@ import (
 	"text/template"
 	"time"
 
-	"deadbeef.codes/steven/ynab-portfolio-monitor/ynab"
+	"code.stevenpolley.net/steven/ynab-portfolio-monitor/ynab"
 )
 
 var (
@@ -86,22 +86,29 @@ func refreshData() {
 	}
 	lastRefresh = time.Now()
 
+	wg := sync.WaitGroup{}
+
 	// Loop through each configured account provider and attempt to get the account balances, and update YNAB
 	for _, p := range configuredProviders {
-		balances, accountIDs, err := p.GetBalances()
+		wg.Add(1)
-		if err != nil {
+		go func() {
-			log.Printf("failed to get balances with provider '%s': %v", p.Name(), err)
+			defer wg.Done()
-			continue
+			balances, accountIDs, err := p.GetBalances()
-		}
-		if len(balances) != len(accountIDs) {
-			log.Printf("'%s' provider data validation error: mismatched balance and accountID slice lengths - expected the same: balances length = %d, accountIDs length = %d", p.Name(), len(balances), len(accountIDs))
-			continue
-		}
-		for i := range balances {
-			err = ynabClient.SetAccountBalance(accountIDs[i], balances[i])
 			if err != nil {
-				log.Printf("failed to update ynab account '%s' balance: %v", accountIDs[i], err)
+				log.Printf("failed to get balances with provider '%s': %v", p.Name(), err)
+				return
 			}
-		}
+			if len(balances) != len(accountIDs) {
+				log.Printf("'%s' provider data validation error: mismatched balance and accountID slice lengths - expected the same: balances length = %d, accountIDs length = %d", p.Name(), len(balances), len(accountIDs))
+				return
+			}
+			for i := range balances {
+				err = ynabClient.SetAccountBalance(accountIDs[i], balances[i])
+				if err != nil {
+					log.Printf("failed to update ynab account '%s' balance: %v", accountIDs[i], err)
+				}
+			}
+		}()
 	}
+	wg.Wait()
 }

providers/bitcoin/README.md

@@ -5,4 +5,5 @@ A provider for bitcoin, backed by blockstream.info to query address balance and
 ### Environment Variables
 
 * *bitcoin_address_[0...]* - A series of bitcoin addresses with a suffix of _0 and each additional address counting up.
-* *bitcoin_ynab_account* - The YNAB account ID used to keep track of Bitcoin balance
+* *bitcoin_ynab_account* - The YNAB account ID used to keep track of Bitcoin balance
+* *bitcoin_coingecko_api_key* - Required for fiat conversion, your addresses nor balances are not transmitted. Docs: https://docs.coingecko.com/reference/setting-up-your-api-key

providers/bitcoin/client.go

@@ -15,8 +15,9 @@ const apiBaseURL = "https://blockstream.info/api/"
 // endpoints. It holds the login credentials, http client/transport,
 // rate limit information, and the login session timer.
 type client struct {
-	httpClient *http.Client
+	httpClient      *http.Client
-	transport  *http.Transport
+	transport       *http.Transport
+	coinGeckoApiKey string
 }
 
 // Send an HTTP GET request, and return the processed response
@@ -61,7 +62,7 @@ func (c *client) processResponse(res *http.Response, out interface{}) error {
 }
 
 // newClient is the factory function for clients
-func newClient() (*client, error) {
+func newClient(coinGeckoApiKey string) *client {
 	transport := &http.Transport{
 		ResponseHeaderTimeout: 5 * time.Second,
 	}
@@ -72,8 +73,9 @@ func newClient() (*client, error) {
 
 	// Create a new client
 	c := &client{
-		httpClient: httpClient,
+		httpClient:      httpClient,
-		transport:  transport,
+		transport:       transport,
+		coinGeckoApiKey: coinGeckoApiKey,
 	}
-	return c, nil
+	return c
 }

providers/bitcoin/fiat.go

@@ -18,7 +18,7 @@ type coinGeckoResponse struct {
 func (c *client) convertBTCToCAD(amount int) (int, error) {
 	coinGeckoData := &coinGeckoResponse{}
 
-	req, err := http.NewRequest("GET", fiatConvertURL, nil)
+	req, err := http.NewRequest("GET", fmt.Sprintf("%s&x-cg-demo-api-key=%s", fiatConvertURL, c.coinGeckoApiKey), nil)
 	if err != nil {
 		return 0, fmt.Errorf("failed to create new GET request: %v", err)
 	}

providers/bitcoin/providerImpl.go

@@ -3,6 +3,7 @@ package bitcoin
 import (
 	"fmt"
 	"os"
+	"sync"
 )
 
 type Provider struct {
@@ -12,14 +13,12 @@ type Provider struct {
 }
 
 func (p *Provider) Name() string {
-	return "Bitcoin - Blockstream.info"
+	return "Bitcoin - Blockstream.info / CoinGecko"
 }
 
 // Configures the provider for usage via environment variables and persistentData
 // If an error is returned, the provider will not be used
 func (p *Provider) Configure() error {
-	var err error
-
 	// Load environment variables in continous series with suffix starting at 0
 	// Multiple addresses can be configured, (eg _1, _2)
 	// As soon as the series is interrupted, we assume we're done
@@ -37,10 +36,7 @@ func (p *Provider) Configure() error {
 	p.ynabAccountID = os.Getenv("bitcoin_ynab_account")
 
 	// Create new HTTP client
-	p.client, err = newClient()
+	p.client = newClient(os.Getenv("bitcoin_coingecko_api_key"))
-	if err != nil {
-		return fmt.Errorf("failed to create new bitcoin client: %v", err)
-	}
 	return nil
 }
 
@@ -50,13 +46,27 @@ func (p *Provider) GetBalances() ([]int, []string, error) {
 	balances := make([]int, 0)
 	ynabAccountIDs := make([]string, 0)
 	var satoshiBalance int
-	for _, bitcoinAddress := range p.bitcoinAddresses {
+	wg := sync.WaitGroup{}
-		addressResponse, err := p.client.getAddress(bitcoinAddress)
+	var goErr *error
-		if err != nil {
-			return balances, ynabAccountIDs, fmt.Errorf("failed to get bitcoin address '%s': %v", bitcoinAddress, err)
-		}
 
-		satoshiBalance += addressResponse.ChainStats.FundedTxoSum - addressResponse.ChainStats.SpentTxoSum
+	for _, bitcoinAddress := range p.bitcoinAddresses {
+		wg.Add(1)
+		go func(goErr *error) {
+			defer wg.Done()
+			addressResponse, err := p.client.getAddress(bitcoinAddress)
+			if err != nil {
+				err := fmt.Errorf("failed to get BTC balance for bitcoin address '%s': %v", bitcoinAddress, err)
+				if err != nil {
+					goErr = &err
+				}
+				return
+			}
+			satoshiBalance += addressResponse.ChainStats.FundedTxoSum - addressResponse.ChainStats.SpentTxoSum
+		}(goErr)
+	}
+	wg.Wait()
+	if goErr != nil {
+		return nil, nil, *goErr
 	}
 
 	fiatBalance, err := p.client.convertBTCToCAD(satoshiBalance)

providers/staticjsonYahooFinance/cache.go

@@ -0,0 +1,15 @@
+package staticjsonYahooFinance
+
+import (
+	"time"
+)
+
+const cacheAgeSeconds = 900
+
+// intialized in providerImpl.go's Configure
+var chartCache map[string]chartCacheEntry
+
+type chartCacheEntry struct {
+	Chart       chartResponse
+	LastUpdated time.Time
+}

providers/staticjsonYahooFinance/chart.go

@@ -3,9 +3,11 @@ package staticjsonYahooFinance
 import (
 	"fmt"
 	"net/url"
+	"time"
 )
 
-type chart struct {
+// A chartResponse response is what we get back from Yahoo Finance
+type chartResponse struct {
 	Chart struct {
 		Result []struct {
 			Meta struct {
@@ -68,8 +70,16 @@ type chart struct {
 	} `json:"chart"`
 }
 
+// getChart first checks if the symbol chartCacheEntry is valid,
+// and if not then it downloads fresh chart data
 func (c client) getChart(symbol string) (int, error) {
-	chartResponse := &chart{}
+	if cacheItem, ok := chartCache[symbol]; ok {
+		// if the cacheEntry is still valid, use it
+		if time.Now().Before(cacheItem.LastUpdated.Add(cacheAgeSeconds)) {
+			return int(cacheItem.Chart.Chart.Result[0].Meta.RegularMarketPrice * 1000), nil
+		}
+	}
+	chartResponse := &chartResponse{}
 	err := c.get(fmt.Sprintf("/chart/%s", symbol), chartResponse, url.Values{})
 	if err != nil {
 		return 0, fmt.Errorf("http get request error: %v", err)
@@ -79,5 +89,7 @@ func (c client) getChart(symbol string) (int, error) {
 		return 0, fmt.Errorf("unexpected length of results - expected 1 but got %d", len(chartResponse.Chart.Result))
 	}
 
+	chartCache[symbol] = chartCacheEntry{Chart: *chartResponse, LastUpdated: time.Now()}
+
 	return int(chartResponse.Chart.Result[0].Meta.RegularMarketPrice * 1000), nil
 }

providers/staticjsonYahooFinance/client.go

@@ -9,7 +9,7 @@ import (
 	"time"
 )
 
-const apiBaseURL = "https://query1.finance.yahoo.com/v8/finance/"
+const apiBaseURL = "https://query1.finance.yahoo.com/v8/finance"
 
 // A client is the structure that will be used to consume the API
 // endpoints. It holds the login credentials, http client/transport,
@@ -26,6 +26,9 @@ func (c *client) get(endpoint string, out interface{}, query url.Values) error {
 		return err
 	}
 
+	// Yahoo finance requires user agent string now?
+	req.Header.Set("User-Agent", "Mozilla/5.0 (Windows NT 10.0; Win64; x64; rv:138.0) Gecko/20100101 Firefox/138.0")
+
 	res, err := c.httpClient.Do(req)
 	if err != nil {
 		return fmt.Errorf("http get request failed: %v", err)
@@ -50,7 +53,7 @@ func (c *client) processResponse(res *http.Response, out interface{}) error {
 	}
 
 	if res.StatusCode != 200 {
-		return fmt.Errorf("got http response status '%d' but expected 200", res.StatusCode)
+		return fmt.Errorf("got http response status '%d' but expected 200 for request at URL '%s'", res.StatusCode, res.Request.URL)
 	}
 
 	err = json.Unmarshal(body, out)

providers/staticjsonYahooFinance/providerImpl.go

@@ -9,8 +9,8 @@ import (
 )
 
 type security struct {
-	Symbol   string `json:"symbol"`
+	Symbol   string  `json:"symbol"`
-	Quantity int    `json:"quantity"`
+	Quantity float64 `json:"quantity"`
 }
 
 type account struct {
@@ -47,6 +47,8 @@ func (p *Provider) Configure() error {
 		return fmt.Errorf("failed to create new client: %v", err)
 	}
 
+	chartCache = make(map[string]chartCacheEntry)
+
 	return nil
 }
 
@@ -61,7 +63,7 @@ func (p *Provider) GetBalances() ([]int, []string, error) {
 			if err != nil {
 				return balances, ynabAccountIDs, fmt.Errorf("failed to get quote for security with symbol '%s': %v", p.data.Accounts[i].Securities[j].Symbol, err)
 			}
-			balance += price * p.data.Accounts[i].Securities[j].Quantity
+			balance += int(float64(price) * p.data.Accounts[i].Securities[j].Quantity)
 		}
 		balances = append(balances, balance)
 		ynabAccountIDs = append(ynabAccountIDs, p.data.Accounts[i].YnabAccountID)

templates/home.html

@@ -160,6 +160,5 @@
                 <h3 style="color:#fff";>Created by Steven Polley</h3>
             </div>        
         </div>
-        
     </body>
 </html>

webServer.go

@@ -29,7 +29,6 @@ func homePageHandler(w http.ResponseWriter, r *http.Request) {
 		log.Printf("error executing home.html template: %v", err)
 	}
 
-	//http.Redirect(w, r, fmt.Sprintf("https://app.ynab.com/%s", ynabClient.BudgetID), http.StatusSeeOther)
 }
 
 // Returns status 200 if a refresh is not running, otherwise waits for refresh to finish

ynab/accounts.go

@@ -8,7 +8,7 @@ import (
 
 // Reference: https://api.ynab.com/v1#/Accounts/
 
-type Accounts struct {
+type accounts struct {
 	Data struct {
 		Account struct {
 			ID                  string      `json:"id"`
@@ -29,8 +29,8 @@ type Accounts struct {
 	} `json:"data"`
 }
 
-func (c *Client) GetAccount(accountID string) (*Accounts, error) {
+func (c *Client) getAccount(accountID string) (*accounts, error) {
-	response := Accounts{}
+	response := accounts{}
 
 	err := c.get(fmt.Sprintf("/accounts/%s", accountID), &response, url.Values{})
 	if err != nil {
@@ -49,7 +49,7 @@ func (c *Client) SetAccountBalance(accountID string, balance int) error {
 		return fmt.Errorf("failed to get ynab capital gains transaction ID: %v", err)
 	}
 
-	ynabAccount, err := c.GetAccount(accountID)
+	ynabAccount, err := c.getAccount(accountID)
 	if err != nil {
 		return fmt.Errorf("failed to get ynab account with id '%s': %v", accountID, err)
 	}

ynab/client.go

@@ -19,7 +19,7 @@ const apiBaseURL = "https://api.ynab.com/v1/budgets/"
 // endpoints. It holds the login credentials, http client/transport,
 // rate limit information, and the login session timer.
 type Client struct {
-	BearerToken string
+	bearerToken string
 	BudgetID    string
 	httpClient  *http.Client
 	transport   *http.Transport
@@ -32,7 +32,7 @@ func (c *Client) get(endpoint string, out interface{}, query url.Values) error {
 	if err != nil {
 		return fmt.Errorf("failed to create new GET request: %v", err)
 	}
-	req.Header.Add("Authorization", fmt.Sprintf("Bearer %s", c.BearerToken))
+	req.Header.Add("Authorization", fmt.Sprintf("Bearer %s", c.bearerToken))
 
 	res, err := c.httpClient.Do(req)
 	if err != nil {
@@ -58,7 +58,7 @@ func (c *Client) post(endpoint string, out interface{}, body interface{}) error
 	if err != nil {
 		return fmt.Errorf("failed to create new POST request: %v", err)
 	}
-	req.Header.Add("Authorization", fmt.Sprintf("Bearer %s", c.BearerToken))
+	req.Header.Add("Authorization", fmt.Sprintf("Bearer %s", c.bearerToken))
 	req.Header.Add("Content-Type", "application/json")
 
 	res, err := c.httpClient.Do(req)
@@ -85,7 +85,7 @@ func (c *Client) put(endpoint string, out interface{}, body interface{}) error {
 	if err != nil {
 		return fmt.Errorf("failed to create new POST request: %v", err)
 	}
-	req.Header.Add("Authorization", fmt.Sprintf("Bearer %s", c.BearerToken))
+	req.Header.Add("Authorization", fmt.Sprintf("Bearer %s", c.bearerToken))
 	req.Header.Add("Content-Type", "application/json")
 
 	res, err := c.httpClient.Do(req)
@@ -140,7 +140,7 @@ func NewClient(budgetID, bearerToken string) (*Client, error) {
 	// Create a new client
 	c := &Client{
 		BudgetID:    budgetID,
-		BearerToken: bearerToken,
+		bearerToken: bearerToken,
 		httpClient:  client,
 		transport:   transport,
 		loc:         loc,

ynab/transactions.go

@@ -1,3 +1,4 @@
+// Package ynab provides a very simple API client for getting account data and setting account balances.
 package ynab
 
 import (
@@ -7,7 +8,7 @@ import (
 )
 
 // Reference: https://api.ynab.com/v1#/Transactions/
-type Transaction struct {
+type transaction struct {
 	Type                  string      `json:"type,omitempty"`
 	ParentTransactionID   interface{} `json:"parent_transaction_id,omitempty"`
 	ID                    string      `json:"id,omitempty"`
@@ -31,31 +32,31 @@ type Transaction struct {
 }
 
 // Used for single transaction requests
-type TransactionRequest struct {
+type transactionRequest struct {
-	Transaction Transaction `json:"transaction,omitempty"`
+	Transaction transaction `json:"transaction,omitempty"`
 }
 
 // Used for single transaction responses
-type TransactionResponse struct {
+type transactionResponse struct {
 	Data struct {
 		TransactionIDs  []string    `json:"transaction_ids,omitempty"`
-		Transaction     Transaction `json:"transaction"`
+		Transaction     transaction `json:"transaction"`
 		ServerKnowledge int         `json:"server_knowledge,omitempty"`
 	}
 }
 
 // Used for multiple transaction requests / responses
-type TransactionsResponse struct {
+type transactionListResponse struct {
 	Data struct {
-		Transactions    []Transaction `json:"transactions"`
+		Transactions    []transaction `json:"transactions"`
 		ServerKnowledge int           `json:"server_knowledge"`
 	} `json:"data"`
 }
 
 // Accepts a YNAB account ID and timestamp and returns all transactions in that account
 // since the date provided
-func (c *Client) GetAccountTransactions(accountID string, sinceDate time.Time) (*TransactionsResponse, error) {
+func (c *Client) GetAccountTransactions(accountID string, sinceDate time.Time) (*transactionListResponse, error) {
-	response := TransactionsResponse{}
+	response := transactionListResponse{}
 	urlQuery := url.Values{}
 	urlQuery.Add("since_date", sinceDate.Format("2006-01-02"))
 
@@ -86,8 +87,8 @@ func (c *Client) getTodayYnabCapitalGainsTransaction(accountID string) (string,
 // Accepts a YNAB account ID, transaction ID and transaction amount and updates the YNAB transaction with the matching ID
 // If transaction ID is blank, a new transaction is created for the amount specified
 func (c *Client) updateTodayYNABCapitalGainsTransaction(accountID string, transactionID string, amount int) error {
-	request := TransactionRequest{
+	request := transactionRequest{
-		Transaction: Transaction{
+		Transaction: transaction{
 			AccountID: accountID,
 			Amount:    amount,
 			Date:      time.Now().In(c.loc).Format("2006-01-02"),
@@ -97,7 +98,7 @@ func (c *Client) updateTodayYNABCapitalGainsTransaction(accountID string, transa
 			Memo:      fmt.Sprintf("Quoted at: %s", time.Now().In(c.loc).Format("2006-01-02 15:04:05")),
 		},
 	}
-	response := &TransactionResponse{}
+	response := &transactionResponse{}
 	var err error
 	if transactionID == "" { // create transaction
 		err = c.post("/transactions", response, request)