Define common interface for account and security providers #1

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opened 2023-11-12 19:19:52 +00:00 by steven · 2 comments
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Every account provider (eg questrade, crypto currency wallet, computershare, etc) should have a common set of READ only based operations to determine the account balance or securities contained within the account.

This should make adding integrations much more streamlined.

Every account provider (eg questrade, crypto currency wallet, computershare, etc) should have a common set of READ only based operations to determine the account balance or securities contained within the account. This should make adding integrations much more streamlined.
steven self-assigned this 2023-11-12 19:19:52 +00:00
steven added this to the Minimum Viable Product milestone 2023-11-12 19:22:15 +00:00
steven added the
enhancement
label 2023-11-12 19:22:18 +00:00
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Each provider should have a Configure() method which attempts to configure the provider using environment variables. If the configuration is successful, then the provider is used otherwise it is not used. The Configure method should contain some sanity checking on minimum viable configuration and if the threshold is not met then the configuration will not be successful.

Each provider should also have a GetBalance() method provides a total account balance for that provider with the implementation details abstracted away.

Each provider should have a Configure() method which attempts to configure the provider using environment variables. If the configuration is successful, then the provider is used otherwise it is not used. The Configure method should contain some sanity checking on minimum viable configuration and if the threshold is not met then the configuration will not be successful. Each provider should also have a GetBalance() method provides a total account balance for that provider with the implementation details abstracted away.
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Added in 7284545571

Added in 72845455711e7e5eb4f3fc11fcb3e33c0d508409
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Reference: steven/ynab-portfolio-monitor#1
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