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Mercury cash operations digest

by recued-core v3 34 views

Use “Mercury cash operations digest” in Recued. It provides a scheduled, read-only Mercury banking snapshot across accounts, transactions, pending payment approvals, receivables, and Treasury balances.

How it works 15 steps

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

Process (15 steps)
◆ accounts_raw recued-core.mercury.account.search
Search account on mercury
◆ transactions_raw recued-core.mercury.transaction.search
Search transaction on mercury
◆ requests_raw recued-core.mercury.payment_request.search
Search payment request on mercury
◆ invoices_raw recued-core.mercury.invoice.search
Search invoice on mercury
◆ treasury_raw recued-core.mercury.treasury_account.search
Search treasury account on mercury
■ defaults defaults
Apply defaults
■ account_count count
Count items in accounts
■ transaction_count count
Count items in transactions
■ request_count count
Count items in requests
■ invoice_count count
Count items in invoices
■ treasury_count count
Count items in treasury
◆ notify core.notification.send
Send notification
skip: config.notify_snapshot not_equal true
■ transaction_table to_table
Format results as a data table
■ request_table to_table
Format results as a data table
■ card to_summary
Format results as a summary card
▼
Output
summary card
table transaction_table
table request_table
json accounts_raw.result
json invoices_raw.result
json treasury_raw.result
Settings 7 configurable

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

channels setting = [object Object]
end hour setting = 10
weekdays setting = 1,2,3,4,5
start hour setting = 8
payment status setting = pendingApproval
notify snapshot setting = true
transaction status setting = pending

Uses (7 operations)

Triggers Time watch core.watch.time
Pack operation Search account on mercury recued-core.mercury.account.search
Pack operation Search transaction on mercury recued-core.mercury.transaction.search
Pack operation Search payment request on mercury recued-core.mercury.payment_request.search
Pack operation Search invoice on mercury recued-core.mercury.invoice.search
Pack operation Search treasury account on mercury recued-core.mercury.treasury_account.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 Mercury connectionSend notifications
Declared by the recipe — Recued grants these at install, where you review them before approving.

What it's allowed to do

Read Triggers core.watch.time read-only
Read Notifications core.notification.send external change

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

Data it touches

SurfacesTriggersNotifications

About

Tags

mercury bankingcash-managementtransactionsapprovalsreceivablestreasurydigestschedulemercurypack:mercury

Details

15 steps 7 configurable settings recipe_id: cash-operations-digest-mercury