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Wave business operations digest

by recued-core v4 29 views

Use “Wave business operations digest” in Recued. It provides a read-only daily Wave Accounting cockpit for a one-person company.

How it works 27 steps

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

Process (27 steps)
◆ business recued-core.wave.business.read
Read business on wave
◆ overdue_raw recued-core.wave.invoice.search
Search invoice on wave
◆ unpaid_raw recued-core.wave.invoice.search
Search invoice on wave
◆ partial_raw recued-core.wave.invoice.search
Search invoice on wave
◆ customers_raw recued-core.wave.customer.search
Search customer on wave
◆ products_raw recued-core.wave.product.search
Search product on wave
◆ payment_accounts_raw recued-core.wave.account.search
Search account on wave
◆ sales_taxes_raw recued-core.wave.sales_tax.search
Search sales tax on wave
■ defaults defaults
Apply defaults
■ overdue_count count
Count items in overdue
■ unpaid_count count
Count items in unpaid
■ partial_count count
Count items in partial
■ customer_count count
Count items in customers
■ product_count count
Count items in products
■ payment_account_count count
Count items in payment accounts
■ sales_tax_count count
Count items in sales taxes
■ overdue_rows slice
Take a subset of
■ unpaid_rows slice
Take a subset of
■ product_rows slice
Take a subset of
■ has_collection_rows any
Check if any of the conditions are true
■ notify_enabled compare
Check if setting notify when items equals true
■ should_notify all
Check if all conditions are true
◆ notify core.notification.send
Send notification
skip: step.should_notify not_equal true
■ summary to_summary
Format results as a summary card
■ overdue_table to_table
Format results as a data table
■ unpaid_table to_table
Format results as a data table
■ product_table to_table
Format results as a data table
▼
Output
summary summary
table overdue_table
table unpaid_table
table product_table
Settings 5 configurable

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

channels setting = [object Object]
page size setting = 25
row limit setting = 10
business id setting = [object Object]
notify when items setting = false

Uses (7 operations)

Pack operation Read business on wave recued-core.wave.business.read
Pack operation Search invoice on wave recued-core.wave.invoice.search
Pack operation Search customer on wave recued-core.wave.customer.search
Pack operation Search product on wave recued-core.wave.product.search
Pack operation Search account on wave recued-core.wave.account.search
Pack operation Search sales tax on wave recued-core.wave.sales_tax.search
Notifications Send notification core.notification.send

Trust & control

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

Permissions it requires

Read your Wave connectionSend notifications
Declared by the recipe — Recued grants these at install, where you review them before approving.

What it's allowed to do

Read Notifications core.notification.send external change

6 more aren't listed here. You'll see them at install.

Data it touches

SurfacesNotifications
Warehousedata.business

About

Tags

wave waveaccountinginvoicingcashflowbookkeepingdaily-digestpack:wave

Details

27 steps 5 configurable settings recipe_id: business-operations-digest-wave