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Record what you decided

by recued-core v2 8 views

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.

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.

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

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 “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
View pack details, dependencies, and permissions →

Deciding

Three outcomes: renew, cancel, renegotiate.

⛔⛔ RENEWING RECOMPUTES decide_by FROM THE NEW RENEWAL DATE AND THE CURRENT NOTICE — it is never carried forward. A stale deadline after a roll-forward would sit a whole term in the past and read as permanently missed, or drift LATER than the truth and tell you there is time when there is not. The derivation is the same one add-agreement uses, and a test pins that the two agree.

Renewing asks for the NEW renewal date rather than a term length. date_add measures in days, hours, minutes and seconds — there is no month unit, and it throws on one rather than degrading. Calendar months are not a fixed number of days anyway, so guessing would be wrong as often as it was right. The date is on the notice they sent you.

cancel and renegotiate both END the record. Cancelling is self-explanatory; renegotiating means the old terms no longer describe what you are inside, so record the new agreement rather than editing the old one into something that never existed. What you were committed to is worth keeping.

RECORDING A CANCELLATION DOES NOT CANCEL ANYTHING. No notice is served, no email is sent. This is your record of a decision you made and communicated yourself.

How it works 36 steps

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

Process (36 steps)
agreement_id trim
Trim whitespace from setting agreement id
id_present compare
Check if agreement id has data
id_guard guard
Stop if id present equals
outcome_raw trim
Trim whitespace from setting outcome
outcome lowercase
Convert outcome raw to lowercase
outcome_known compare
Check if outcome is one of renew,cancel,renegotiate
outcome_guard guard
Stop if outcome known equals
agreement ?
found compare
Check if agreement record id has data
found_guard guard
Stop if found equals
now_iso date_add
Add 0 seconds to
today_parts split
Split now iso into parts
today default
Apply default
decided_in trim
Trim whitespace from setting decided on
decided_on default
Apply default
note trim
Trim whitespace from setting note
is_renew compare
Check if outcome equals renew
next_in trim
Trim whitespace from setting next renews on
next_len string_length
Apply string_length
next_seg split
Split next in into parts
next_seg_count count
Count items in next seg
next_year_len string_length
Apply string_length
next_shape_bad any
Check if any of the conditions are true
renew_needs_date all
Check if all conditions are true
renew_date_guard guard
Stop if renew needs date equals
next_renews_on default
Apply default
notice_negative math
Calculate agreement record notice days times -1
skip: step.is_renew equal false
next_decide_iso date_add
Add notice negative days to
skip: step.is_renew equal false
next_decide_by_parts split
Split next decide iso into parts
skip: step.is_renew equal false
next_decide_by default
Apply default
skip: step.is_renew equal false
next_status ternary
Apply ternary
agreement_ref template
Generate text from a template
decision ?
renew_apply ?
skip: step.is_renew equal false
end_apply ?
skip: step.is_renew equal true
card to_summary
Format results as a summary card
Settings 5 configurable

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

note setting =
outcome setting = renew
decided on setting =
agreement id setting = [object Object]
next renews on setting =

About

Tags

pack:agreement-watchcontractsrenewalsrecordsv2

Details

36 steps 5 configurable settings recipe_id: record-decision