Name: Assemble a tax document packet
Author: recued-core

Assemble a tax document packet

by recued-core v2 34 views

Use “Assemble a tax document packet” in Recued. Check which tax documents arrived for a year and collect the ones that did. It reads information without changing data in the connected service.

How it works 51 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (51 steps)

■ window date_period

Apply date_period

■ since date_parse

Parse window start as a date

■ until date_parse

Parse window end as a date

■ mailbox_set compare

Check if setting mail slug has data

■ mailbox_note ternary

Apply ternary

◆ messages_raw core.mail.email.list

List mail email

skip: step.mailbox_set equal false

■ messages default

Apply default

■ scanned_count count

Count items in messages

■ doc_1_tagged map

Extract hot_fields.subject from each item

■ doc_1_matches filter

Filter by condition

■ doc_1_count count

Count items in doc 1 matches

■ doc_1_found compare

Check if doc 1 matches has data

■ doc_2_tagged map

Extract hot_fields.subject from each item

■ doc_2_matches filter

Filter by condition

■ doc_2_count count

Count items in doc 2 matches

■ doc_2_found compare

Check if doc 2 matches has data

■ doc_3_tagged map

Extract hot_fields.subject from each item

■ doc_3_matches filter

Filter by condition

■ doc_3_count count

Count items in doc 3 matches

■ doc_3_found compare

Check if doc 3 matches has data

■ doc_4_tagged map

Extract hot_fields.subject from each item

■ doc_4_matches filter

Filter by condition

■ doc_4_count count

Count items in doc 4 matches

■ doc_4_found compare

Check if doc 4 matches has data

■ doc_5_tagged map

Extract hot_fields.subject from each item

■ doc_5_matches filter

Filter by condition

■ doc_5_count count

Count items in doc 5 matches

■ doc_5_found compare

Check if doc 5 matches has data

■ doc_6_tagged map

Extract hot_fields.subject from each item

■ doc_6_matches filter

Filter by condition

■ doc_6_count count

Count items in doc 6 matches

■ doc_6_found compare

Check if doc 6 matches has data

■ checklist to_checklist

Format results as an actionable checklist

■ found_flags to_list

Apply to_list

■ found_types filter

Filter by condition

■ found_type_count count

Count items in found types

■ matched_mail flatten

Flatten nested lists in

■ matched_mail_unique unique

Remove duplicates from

■ matched_mail_count count

Count items in matched mail unique

■ mail_rows slice

Take a subset of

■ mail_rows_dated map

Extract received_at from each item

■ mail_table to_table

Format results as a data table

■ all_terms flatten

Flatten nested lists in

◆ files_raw core.storage.file.list

List storage file

■ files default

Apply default

■ files_scanned_count count

Count items in files

■ files_tagged map

Extract hot_fields.filename from each item

■ matched_files filter

Filter by condition

■ matched_file_count count

Count items in matched files

■ file_cards map

Extract from each item

■ card to_summary

Format results as a summary card

▼

Output

summary card

checklist checklist

file_artifact file_cards

table mail_table

json matched_mail_unique

Settings 12 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

tax year setting = last_year

file slug setting = received

mail slug setting = [object Object]

row limit setting = 50

file limit setting = 500

scan limit setting = 1000

doc 1 terms setting = w-2,w2,p60,payslip,employment income,annual earnings

doc 2 terms setting = 1099-int,1099-div,interest statement,dividend,annual interest

doc 3 terms setting = 1099-b,brokerage,capital gains,consolidated statement,trade confirmation

doc 4 terms setting = 1098,mortgage interest,property tax,council tax,escrow

doc 5 terms setting = donation,charitable,gift aid,your contribution,tax receipt

doc 6 terms setting = invoice,expense report,business expense,self-employment,schedule c

Uses (2 operations)

Mail List mail email core.mail.email.list

Files List storage file core.storage.file.list

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Read Mail core.mail.email.list read-only

Read Files core.storage.file.list read-only

Data it touches

SurfacesMailFiles

About

recued-core

Details

51 steps 12 configurable settings recipe_id: assemble-tax-document-packet

Assemble a tax document packet

Uses (2 operations)

Trust & control

What it's allowed to do

Data it touches

About

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Details