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Collect Receipts — Monthly Packet

by recued-core v3 36 views

Use “Collect Receipts — Monthly Packet” in Recued. Gathers one month of receipt evidence into one markdown file on your own disk: receipt mail matched on subject terms, the orders and bills read from your mail, and the receipt files in your inbound folder, written where you choose. It changes nothing in any connected service.

How it works 58 steps

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

Process (58 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
■ 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
■ 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 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
■ 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
◆ order_things core.mail.fact.list
List mail fact
■ order_rows_raw map
Extract from each item
■ orders_in_month filter
Filter by condition
■ order_count count
Count items in orders in month
■ order_rows map
Extract from each item
■ order_body join
Join items with " "
◆ bill_things core.mail.fact.list
List mail fact
■ bill_rows_raw map
Extract from each item
■ bills_in_month filter
Filter by condition
■ bill_count count
Count items in bills in month
■ bill_rows map
Extract from each item
■ bill_body join
Join items with " "
■ has_orders compare
Check if order count is greater than 0
■ has_bills compare
Check if bill count is greater than 0
■ 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
■ mail_section_text ternary
Apply ternary
■ 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 core.storage.file.write
Write storage file
skip: step.packet_b64 is_null
◆ written core.storage.file.stat
Stat storage file
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
▼
Output
summary card
file_artifact file_cards
table mail_table
json receipt_mails
json written
Settings 9 configurable

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

month setting = last_month
file slug setting = received
mail slug setting = [object Object]
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

Uses (5 operations)

Mail List mail email core.mail.email.list
Files List storage file core.storage.file.list
Mail List mail fact core.mail.fact.list
Files Write storage file core.storage.file.write
Files Stat storage file core.storage.file.stat

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
Read Mail core.mail.fact.list read-only
Write Files core.storage.file.write external change
Read Files core.storage.file.stat read-only

Data it touches

SurfacesMailFiles

About

Tags

personal-financereceiptspacketevidencefilewarehousemailschedulepack:personal-financepack:receipts

Details

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