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Collect Receipts — Monthly Packet

by recued-core v1 12 views

Use “Collect Receipts — Monthly Packet” in Recued. Gathers one month of receipt evidence into a single markdown file on your own disk: receipt mail matched on subject terms, plus the receipt files already in your inbound file collection, written to the file collection you nominate. It reads information without changing data in the connected service.

How it works 41 steps

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

Process (41 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
month_label date_format
Format as a date
run_day date_period
Apply date_period
generated_on date_format
Format as a date
messages_raw ?
messages default
Apply default
scanned_count count
Count items in messages
messages_tagged map
Extract hot_fields.subject from each item
receipt_mails filter
Filter by condition
receipt_mail_count count
Count items in receipt mails
mails_safe map
Extract hot_fields.subject from each item
mails_dated map
Extract received_at from each item
mail_rows map
Extract from each item
mail_body join
Join items with " "
files_raw ?
files default
Apply default
files_scanned_count count
Count items in files
files_tagged map
Extract hot_fields.filename from each item
receipt_files filter
Filter by condition
receipt_file_count count
Count items in receipt files
files_safe map
Extract hot_fields.filename from each item
file_rows map
Extract from each item
file_body join
Join items with " "
file_cards map
Extract from each item
has_mails compare
Check if receipt mails has data
has_files compare
Check if receipt files has data
has_evidence any
Check if any of the conditions are true
slug_ready compare
Check if setting packet slug has data
can_write all
Check if all conditions are true
packet_md template
Generate text from a template
packet_b64 encode_base64
Apply encode_base64
skip: step.can_write equal false
packet_path template
Generate text from a template
write_packet ?
skip: step.packet_b64 is_null
written ?
skip: step.write_packet is_null
written_bytes default
Apply default
packet_state ternary
Apply ternary
mail_table_rows slice
Take a subset of
mail_table to_table
Format results as a data table
card to_summary
Format results as a summary card
Settings 9 configurable

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

month setting = last_month
file slug setting = received
mail slug setting = primary
row limit setting = 50
file limit setting = 500
packet dir setting = recued-packets
scan limit setting = 1000
packet slug setting =
receipt terms setting = receipt,invoice,your order,payment received,payment confirmation,order confirmation,thanks for your purchase,tax invoice,billed

About

Tags

personal-financereceiptspacketevidencefilewarehousemailschedulepack:personal-finance

Details

41 steps 9 configurable settings recipe_id: collect-receipts-monthly-packet