autosync Fidelity balances and autosync all on tab change

.husky/pre-commit

@@ -1,5 +1,16 @@
 #!/usr/bin/env sh
 . "$(dirname -- "$0")/_/husky.sh"
 
-gitleaks detect --source . -v
+if ! [ -x "$(command -v docker)" ]; then
+  if ! [ -x "$(command -v podman)" ]; then
+    echo 'docker or podman could not be found.' >&2
+    exit 1
+  fi
+  podman run --rm -v $PWD:/app ghcr.io/zricethezav/gitleaks:latest detect --source /app -v 
+fi
+
+if [ -x "$(command -v docker)" ]; then
+  docker run --rm -v $PWD:/app ghcr.io/zricethezav/gitleaks:latest detect --source /app -v 
+fi
+
 npx pretty-quick --staged

.vscode/settings.json

@@ -2,5 +2,6 @@
     "prettier.tabWidth": 4,
     "prettier.useTabs": true,
     "prettier.singleAttributePerLine": true,
-    "prettier.printWidth": 120
-}
+    "prettier.printWidth": 120,
+    "editor.tabSize": 2
+}

public/options.html

@@ -24,6 +24,10 @@ <h3>Main config</h3>
                     <label> TCB base URL </label>
                     <input type="text" id="tcbUrl" class="pure-input-rounded" required />
                 </div>
+                <div class="pure-control-group">
+                    <label> Fidelity base URL </label>
+                    <input type="text" id="fidelityUrl" class="pure-input-rounded" required />
+                </div>
                 <div class="pure-control-group">
                     <label> Actual Base URL </label>
                     <input type="text" id="actualUrl" class="pure-input-rounded" required />

public/popup.html

@@ -11,6 +11,8 @@
         <button id="run">Download ZIPs</button>
         <button id="auto-run">Sync with API</button>
 
+        <button id="fidelity">Fidelity</button>
+
         <div id="lastSyncWrap">
             <b>Last transaction:</b>
             <i id="lastSync"></i>

src/actual/index.ts

@@ -1,3 +1,5 @@
+import { getMappings } from "../util/mapping";
+
 let actual: string;
 let actualPassword: string;
 let actualBudgetId: string;
@@ -51,6 +53,23 @@ export async function getAccounts(token: string) {
   return await r.json();
 }
 
+export async function getAccountBalance(
+  token: string,
+  accountId?: string
+): Promise<{ value: number }> {
+  const body = JSON.stringify({ _: [accountId] });
+  const r = await fetch(`${actual}/api/getAccountBalance?paramsInBody=true`, {
+    method: "POST",
+    headers: {
+      Accept: "application/json",
+      "Content-Type": "application/json",
+      Authorization: `Bearer ${token}`,
+    },
+    body,
+  });
+  return await r.json();
+}
+
 export async function getLastTransaction(
   token: string,
   accountId?: string
@@ -60,11 +79,10 @@ export async function getLastTransaction(
     id: string;
   }[];
 }> {
+  const { checkpoint: checkpoint } = await getMappings();
   const raw = {
     q: "transactions",
-    filter: accountId
-      ? { account: accountId, cleared: true }
-      : { cleared: true },
+    filter: { account: accountId ? accountId : checkpoint, cleared: true },
     select: "date",
     orderBy: {
       date: "desc",

src/background.ts

@@ -1,37 +1,98 @@
-import { execute } from "./execute";
-import { apiSync } from "./autorun";
+import { downloadTcbNoSync } from "./sync/downloadTcbNoSync";
+import { apiSync } from "./sync/sync";
 import { getCurrentTab } from "./util/chrome";
+import { fidelitySync } from "./sync/sync";
 
 let tcb: string;
-chrome.storage.sync.get(["tcbUrl", "actualUrl"], (items) => {
+let fidelity: string;
+
+chrome.storage.sync.get(["tcbUrl", "fidelityUrl"], (items) => {
   tcb = items.tcbUrl;
+  fidelity = items.fidelityUrl;
 });
 
-chrome.runtime.onMessage.addListener((message, sender, sendResponse) => {
-  if (message.action != "execute") return true;
-
-  getCurrentTab().then((tab: any) => {
-    if (!tab.url?.startsWith(tcb)) {
-      sendResponse({ text: "Wrong tab!" });
-      return true;
-    }
-    execute(message.body.minDate, message.body.maxDate).then(() => {});
+function runFidelitySync() {
+  return getCurrentTab().then((tab) => {
+    if (!tab.url?.startsWith(fidelity)) throw new Error("Wrong tab!");
+    fidelitySync().then(() => {});
   });
+}
 
-  return true;
-});
+function runTcbSync() {
+  return getCurrentTab().then((tab) => {
+    if (!tab.url?.startsWith(tcb)) throw new Error("Wrong tab!");
+    apiSync().then(() => {});
+  });
+}
 
 chrome.runtime.onMessage.addListener((message, sender, sendResponse) => {
-  if (message.action != "auto-run") return true;
-  const minDate: string = message.minDate || "";
+  switch (message.action) {
+    case "execute": {
+      getCurrentTab().then((tab: any) => {
+        if (!tab.url?.startsWith(tcb)) {
+          sendResponse({ text: "Wrong tab!" });
+          return true;
+        }
+        downloadTcbNoSync(message.body.minDate, message.body.maxDate).then(
+          () => {}
+        );
+      });
+      break;
+    }
+    case "auto-run": {
+      const minDate: string = message.minDate;
+      runTcbSync().then(() =>
+        chrome.storage.local.set({ lastTcbSync: new Date().toISOString() })
+      );
+      break;
+    }
+    case "fidelity": {
+      runFidelitySync().then(() =>
+        chrome.storage.local.set({ lastFidelitySync: new Date().toISOString() })
+      );
+      break;
+    }
+  }
+});
 
-  getCurrentTab().then((tab) => {
-    if (!tab.url?.startsWith(tcb)) {
-      sendResponse({ text: "Wrong tab!" });
-      return true;
+// sync Fidelity automatically on tab change
+chrome.tabs.onActivated.addListener((activeInfo) => {
+  chrome.tabs.get(activeInfo.tabId).then((tab) => {
+    if (tab.url?.startsWith(fidelity)) {
+      chrome.storage.local.get(["lastFidelitySync"], (items) => {
+        const lastFidelitySync = items.lastFidelitySync;
+        if (
+          lastFidelitySync &&
+          new Date().getTime() - new Date(lastFidelitySync).getTime() <
+            4 * 60 * 60 * 1000
+        )
+          return;
+        runFidelitySync().then(() =>
+          chrome.storage.local.set({
+            lastFidelitySync: new Date().toISOString(),
+          })
+        );
+      });
     }
-    apiSync(minDate).then(() => {});
   });
+});
 
-  return true;
+//sync TCB automatically on tab change
+chrome.tabs.onActivated.addListener((activeInfo) => {
+  chrome.tabs.get(activeInfo.tabId).then((tab) => {
+    if (tab.url?.startsWith(tcb)) {
+      chrome.storage.local.get(["lastTcbSync"], (items) => {
+        const lastTcbSync = items.lastTcbSync;
+        if (
+          lastTcbSync &&
+          new Date().getTime() - new Date(lastTcbSync).getTime() <
+            4 * 60 * 60 * 1000
+        )
+          return;
+        runTcbSync().then(() =>
+          chrome.storage.local.set({ lastTcbSync: new Date().toISOString() })
+        );
+      });
+    }
+  });
 });

src/fidelity/index.ts

@@ -0,0 +1,47 @@
+import { getCurrentTab } from "../util/chrome";
+
+let fidelity: string;
+chrome.storage.sync.get(["fidelityUrl", "actualUrl"], (items) => {
+  fidelity = items.fidelityUrl;
+});
+
+async function getAccessToken() {
+  const activeTab = await getCurrentTab();
+  const tabId = activeTab?.id as number;
+
+  function _() {
+    try {
+      return sessionStorage?.access_token as string;
+    } catch (err) {
+      console.error("Error occured in getting sessionStorage", err);
+    }
+  }
+
+  const injectionResults = await chrome.scripting.executeScript({
+    target: { tabId: tabId },
+    func: _,
+  });
+  return injectionResults[0]?.result;
+}
+
+export async function getBalances(): Promise<Balances> {
+  const myHeaders = new Headers();
+  myHeaders.append("accept", "*/*");
+  myHeaders.append("accept-language", "en-US,en");
+  myHeaders.append("content-type", "application/json");
+
+  const graphql = JSON.stringify({
+    query:
+      "query GetContext {\n  getContext {\n    person {\n      assets {\n        acctNum\n        preferenceDetail {\n          name\n        }\n        gainLossBalanceDetail {\n          totalMarketVal\n        }\n      }\n    }\n  }\n}\n",
+    variables: {},
+  });
+  const requestOptions = {
+    method: "POST",
+    headers: myHeaders,
+    body: graphql,
+  };
+
+  const url = `${fidelity}/ftgw/digital/portfolio/api/graphql?ref_at=portsum`;
+  const r = await fetch(url, requestOptions);
+  return await r.json();
+}

src/fidelity/process.ts

@@ -0,0 +1,24 @@
+import { getBalances } from "./index";
+import { getMappings } from "../util/mapping";
+import { getExchangeRate } from "../util/currency";
+
+export async function processFidelity() {
+  const balances = await getBalances();
+  const { bm: balanceMapping } = await getMappings();
+  let accounts = {} as { [key: string]: number };
+  const exchangeRate = await getExchangeRate("USD");
+
+  balances.data.getContext.person.assets.forEach((asset) => {
+    if (balanceMapping[asset.acctNum]) {
+      const assetValue = asset.gainLossBalanceDetail.totalMarketVal;
+      const accountId = balanceMapping[asset.acctNum];
+      // convert asset value to VND
+      const assetValueVnd = assetValue * exchangeRate;
+      accounts[accountId] = assetValueVnd;
+    }
+  });
+
+  console.log(accounts);
+
+  return accounts;
+}

src/options.ts

@@ -8,6 +8,7 @@ const handleFileSelect = () => {
     const text = reader.result;
     const config = JSON.parse(text);
     document?.getElementById("tcbUrl")?.value = config.tcb_url;
+    document?.getElementById("fidelityUrl")?.value = config.fidelity_url;
     document?.getElementById("actualUrl")?.value = config.actual_url;
     document?.getElementById("actualPassword")?.value = config.actual_password;
     document?.getElementById("actualBudgetId")?.value = config.actual_budget_id;
@@ -24,6 +25,7 @@ const handleFileSelect = () => {
 
 const saveOptions = () => {
   const tcbUrl = document?.getElementById("tcbUrl")?.value;
+  const fidelityUrl = document?.getElementById("fidelityUrl")?.value;
   const actualUrl = document?.getElementById("actualUrl")?.value;
   const actualPassword = document?.getElementById("actualPassword")?.value;
   const actualBudgetId = document?.getElementById("actualBudgetId")?.value;
@@ -34,6 +36,7 @@ const saveOptions = () => {
   chrome.storage.sync.set(
     {
       tcbUrl,
+      fidelityUrl,
       actualUrl,
       actualPassword,
       actualBudgetId,
@@ -60,6 +63,7 @@ const restoreOptions = () => {
   chrome.storage.sync.get(
     [
       "tcbUrl",
+      "fidelityUrl",
       "actualUrl",
       "actualPassword",
       "actualBudgetId",
@@ -68,6 +72,7 @@ const restoreOptions = () => {
     ],
     (items) => {
       document.getElementById("tcbUrl").value = items?.tcbUrl || "";
+      document.getElementById("fidelityUrl").value = items?.fidelityUrl || "";
       document.getElementById("actualUrl").value = items?.actualUrl || "";
       document.getElementById("actualPassword").value =
         items?.actualPassword || "";

src/popup.ts

@@ -73,3 +73,10 @@ chrome.runtime.onMessage.addListener((message, sender, sendResponse) => {
   document.getElementById("newSync")?.textContent = message.body;
   return true;
 });
+
+document.getElementById("fidelity")?.addEventListener("click", () => {
+  chrome.runtime.sendMessage({
+    action: "fidelity",
+  });
+  return true;
+});

src/execute.ts → src/sync/downloadTcbNoSync.ts

@@ -1,9 +1,9 @@
 import { Parser } from "@json2csv/plainjs";
-import { splitAndProcessTransaction } from "./tcb/process";
-import { getArrangements, getTransactions } from "./tcb";
-import { flattenObject } from "./util/flatten";
+import { splitAndProcessTransaction } from "../tcb/process";
+import { getArrangements, getTransactions } from "../tcb";
+import { flattenObject } from "../util/flatten";
 
-export async function execute(
+export async function downloadTcbNoSync(
   minDate: string,
   maxDate: string,
   from: number = 0,

src/autorun.ts → src/sync/sync.ts

@@ -1,7 +1,13 @@
-import { initActual, getLastTransaction, importTransactions } from "./actual";
-import { getArrangements, getTransactions } from "./tcb";
-import { splitAndProcessTransaction } from "./tcb/process";
-import { sendMessage } from "./util/chrome";
+import {
+  initActual,
+  getLastTransaction,
+  importTransactions,
+  getAccountBalance,
+} from "../actual";
+import { getArrangements, getTransactions } from "../tcb";
+import { splitAndProcessTransaction } from "../tcb/process";
+import { sendMessage } from "../util/chrome";
+import { processFidelity } from "../fidelity/process";
 
 export async function apiSync(startDate: string = "") {
   const tomorrow = new Date(Date.now() + 24 * 60 * 60 * 1000);
@@ -42,3 +48,25 @@ export async function apiSync(startDate: string = "") {
     body: latestTransaction.data[0].date,
   }).then(() => {});
 }
+
+export async function fidelitySync() {
+  const token = await initActual();
+
+  const fidelityBalances = await processFidelity();
+
+  for (const [accountId, newBalance] of Object.entries(fidelityBalances)) {
+    const currentBalance = (await getAccountBalance(token, accountId)).value;
+    const transactionValue = Math.ceil(+newBalance * 100 - currentBalance);
+    console.log(accountId, newBalance, currentBalance, transactionValue);
+    if (transactionValue !== 0) {
+      const transaction: ActualTransaction = {
+        account: accountId,
+        amount: transactionValue,
+        date: new Date().toISOString().split("T")[0],
+        cleared: true,
+        notes: "Reconciliation balance adjustment",
+      };
+      await importTransactions(token, accountId, [transaction]);
+    }
+  }
+}