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What needs a decision

by recued-core v2 6 views

Use “What needs a decision” in Recued. Active agreements ordered by the date you have to decide by, split into missed, due within the window, and later.

Complete workflow

Agreement Watch 4 pinned recipes

Use Agreement Watch in Recued for contracts, renewals, notice period, and supplier. It includes 10 built-in actions and 3 ready-to-run workflows. Actions that change data use Recued's approval controls.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

What needs a decision
This recipe

Use “What needs a decision” in Recued. Active agreements ordered by the date you have to decide by, split into missed, due within the window, and later.

pack:agreement-watchcontractsrenewalsrecords
by recued-core pinned v2

Use “Record an agreement” in Recued. Record a contract you are inside, with the notice you owe — the pack derives the date you actually have to decide by.

pack:agreement-watchcontractsrenewalsrecords
by recued-core pinned v2

Use “Record what you decided” in Recued. Renew, cancel or renegotiate. Renewing rolls the renewal date forward and recomputes the next decision deadline from it.

pack:agreement-watchcontractsrenewalsrecords
by recued-core pinned v2
View pack details, dependencies, and permissions →

What needs deciding

Ordered by the date you must decide by — not by renewal date, which is always later and always less useful.

⛔⛔ A MISSED WINDOW IS SHOWN FIRST AND SEPARATELY. If the notice date has passed and the agreement auto-renews, you are committed to another term unless the other side agrees otherwise. That is the expensive state and it must never be mixed in with things that are merely coming up.

The three buckets are disjoint and account for every active row, and the card says so. A row that fell out of all three would be an agreement you are inside and cannot see, which is the one failure a list like this must not have.

It sends nothing and cancels nothing. Giving notice is a conversation, usually a written one, and a tool that started it for you would eventually start one you did not want.

How it works 32 steps

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

Process (32 steps)
now_iso date_add
Add 0 seconds to
today_parts split
Split now iso into parts
today default
Apply default
horizon_iso date_add
Add setting within days days to
horizon_parts split
Split horizon iso into parts
horizon default
Apply default
active ?
missed_rows ?
due_rows ?
rows default
Apply default
row_count count
Count items in rows
view map
Extract from each item
missed map
Extract from each item
due_all map
Extract from each item
due_all_count count
Count items in due all
missed_count count
Count items in missed
upcoming_count math
Calculate: {{step.due_all_count}} - {{step.missed_count}}
later_count math
Calculate: {{step.row_count}} - {{step.due_all_count}}
missed_auto filter
Filter by condition
missed_auto_count count
Count items in missed auto
annual_raw sum
Sum values in
annual round
Round annual raw to 2 decimal places
at_risk_raw sum
Sum values in
at_risk round
Round at risk raw to 2 decimal places
partition_total math
Calculate: {{step.missed_count}} + {{step.upcoming_count}} + {{step.later_count}}
partitions_agree compare
Check if partition total equals row count
urgent default
Apply default
urgent_sorted sort
Sort by decide_by
table to_table
Format results as a data table
all_sorted sort
Sort by decide_by
all_table to_table
Format results as a data table
card to_summary
Format results as a summary card
Settings 2 configurable

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

limit setting = 200
within days setting = 60

About

Tags

pack:agreement-watchcontractsrenewalsrecordsv2

Details

32 steps 2 configurable settings recipe_id: list-agreements