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Move a tag

by recued-core v3 8 views

Use “Move a tag” in Recued. Puts a tag inside a different one. Everything recorded under it follows automatically — no transaction is rewritten.

Complete workflow

Ledger book 16 pinned recipes

Use Ledger book in Recued for accounting, double entry, budget, and records. It includes 44 built-in actions and 15 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.

Move a tag
This recipe

Use “Move a tag” in Recued. Puts a tag inside a different one. Everything recorded under it follows automatically — no transaction is rewritten.

pack:ledger-bookaccountingtagsrecords
by recued-core pinned v3

Use “The accounts” in Recued. Every account with its id — what you post to, and what anything else in this workflow needs before it can name one.

pack:ledger-bookaccountingaccountsrecords
by recued-core pinned v3

Use “The tags” in Recued. Every tag with its id and how deep it sits — the trees you can spend against, and the ids the rest of the pack takes.

pack:ledger-bookaccountingtagsrecords
by recued-core pinned v3

Use “What it all comes to” in Recued. Each currency's balance read exactly, then converted at rates you give and added up.

pack:ledger-bookaccountingcurrencyrecords
by recued-core pinned v3

Use “Every budget at once” in Recued. All your budgets for a period, each counting everything under its tag — in four queries, however many budgets you have.

pack:ledger-bookaccountingbudgetrecords
by recued-core pinned v3
Show all 16 recipes

Use “How a budget is doing” in Recued. What a budget has left, counting everything under its tag at any depth.

pack:ledger-bookaccountingbudgetrecords
by recued-core pinned v3

Use “What went under a tag” in Recued. Everything spent under one tag, including every tag beneath it, at any depth.

pack:ledger-bookaccountingtagsbudget
by recued-core pinned v3

Use “The lines under a tag” in Recued. Every transaction line under a tag and everything beneath it — the lines themselves, not a total. With a CSV to copy.

pack:ledger-bookaccountingtagsexport
by recued-core pinned v3

Use “Open an account” in Recued. Adds an account to your chart. Its currency is fixed here and every line posted to it inherits it.

pack:ledger-bookaccountingrecordsv2
by recued-core pinned v2

Use “Post an entry” in Recued. One entry, any number of legs, written in a single all-or-nothing transaction. It will not post unless the legs sum to zero.

pack:ledger-bookaccountingdouble-entryrecords
by recued-core pinned v3

Use “Add a tag” in Recued. Adds a tag anywhere in your tree, at any depth. The tag and its place in the tree are written together or not at all.

pack:ledger-bookaccountingtagsrecords
by recued-core pinned v3

Use “Tag a month of lines” in Recued. One tree at a time: every line in a period on one page, with a picker in the tag cell.

pack:ledger-bookaccountingtagsrecords
by recued-core pinned v3

Use “Tag a transaction line” in Recued. Sets which tags a line belongs to, one per tree. Each tag and every tag above it counts the full amount.

pack:ledger-bookaccountingtagsrecords
by recued-core pinned v3

Use “Set a budget” in Recued. A cap on a tag for one period. It counts everything under that tag, at any depth.

pack:ledger-bookaccountingbudgetrecords
by recued-core pinned v3

Use “Delete a tag” in Recued. Removes a tag and everything beneath it. Refuses while anything is still tagged with it.

pack:ledger-bookaccountingtagsrecords
by recued-core pinned v3
View pack details, dependencies, and permissions →

The money follows, and nothing is rewritten

"Groceries should sit under Household, not Food." One move, and every transaction ever tagged Groceries now rolls up under Household — because spending points at the tag, and the tag's identity does not change. Not one recorded transaction is touched.

That is the whole reason the tree is stored as ancestry rather than as a path. A path would have to be copied onto every tagged transaction to make rollups cheap, and then this operation rewrites thousands of rows instead of a handful.

Detach and re-attach land together. One tag.restructure batch, so there is no moment where the tag hangs under both parents or under neither. A half-done move leaves a tag reachable from some ancestors and not others, and every rollup above it disagrees with every other.

⛔ It moves a tag with NOTHING UNDER IT

A tag that has children is refused, and this is a real limit rather than a policy.

Re-attaching a subtree means writing one edge for every (new ancestor × moved descendant) pair — a CROSS PRODUCT of two lists known only while the recipe runs. A recipe has foreach over one array and nothing that pairs two, so that set cannot be produced. Doing it a batch at a time would leave the tree half-moved between batches, which is worse than not offering it.

⚠ This is specifically a cross product, not "anything involving two lists". Folding many rows into one row per key IS expressible — group_by takes an aggregate and budget-board uses it to do every budget in three queries. Grouping collapses one list; a cross product builds a bigger one, and only the second is out of reach.

What to do instead: move the children out first, move the parent, move them back. Tedious and completely safe — every step is one of these.

Moving a tag into a DIFFERENT TREE is refused. A tree is a dimension — person -> department -> division is one thing, a project tree is another — and a tag that changed dimension would silently reclassify every transaction ever tagged with it. That is a re-tag, not a move.

⚠ Moving a tag under one of its own descendants is refused too. That would make it its own ancestor, and every rollup beneath would recurse.

It needs FULL access at install

This recipe is DENIED if the pack was installed with write access — pick all. It drives a batch operation whose allow-list contains a delete (tag.restructure — moving a tag deletes its old closure edges), and a batch's risk floor is the union of everything it may do, so the whole operation is classed destructive. write does not grant that.

The refusal is operation_not_granted at the gateway, which reads like a bug in the recipe rather than a scope you chose at install. It is not something the recipe can detect and explain for you — the denial happens before its first step runs.

How it works 50 steps

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

Process (50 steps)
tag_id trim
Trim whitespace from setting tag id
new_parent_id trim
Trim whitespace from setting new parent id
has_tag compare
Check if tag id has data
tag_guard guard
Stop if has tag equals
same compare
Check if tag id equals new parent id
same_guard guard
Stop if same equals
tag ?
found compare
Check if tag record id has data
found_guard guard
Stop if found equals
below ?
below_rows default
Apply default
below_count count
Count items in below rows
is_leaf compare
Check if below count is at most 1
leaf_guard guard
Stop if is leaf equals
has_parent compare
Check if new parent id has data
parent_required_guard guard
Stop if has parent equals
parent ?
skip: step.has_parent equal false
parent_found compare
Check if parent record id has data
parent_missing all
Check if all conditions are true
parent_guard guard
Stop if parent missing equals
same_root compare
Check if tag record root ref equals parent record root ref
cross_root all
Check if all conditions are true
root_guard guard
Stop if cross root equals
old_edges ?
old_rows default
Apply default
old_count count
Count items in old rows
old_page_fits compare
Check if old count is at most 100
old_cap_guard guard
Stop if old page fits equals
detachable filter
Filter by condition
current_parent filter
Filter by condition
already_there count
Count items in current parent
already_parent compare
Check if already there is greater than 0
already_guard guard
Stop if already parent equals
detach_ops map
Extract from each item
new_ancestors ?
skip: step.has_parent equal false
new_rows default
Apply default
new_count count
Count items in new rows
new_page_fits compare
Check if new count is at most 100
new_cap_guard guard
Stop if new page fits equals
attach_ops map
Extract from each item
ops flatten
Flatten nested lists in
op_count count
Count items in ops
batch_fits compare
Check if op count is at most 100
size_guard guard
Stop if batch fits equals
anything compare
Check if op count is greater than 0
noop_guard guard
Stop if anything equals
post ?
detached count
Count items in detach ops
attached count
Count items in attach ops
card to_summary
Format results as a summary card
Settings 2 configurable

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

tag id setting = [object Object]
new parent id setting = [object Object]

About

Tags

pack:ledger-bookaccountingtagsrecordsv3

Details

50 steps 2 configurable settings recipe_id: move-tag