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Track bills from mail

by recued-core v1 13 views

Use “Track bills from mail” in Recued. Each bill read from your email becomes a commitment to pay it by its due date, and is marked done when a later email says it was paid. It starts when a bill arrives or changes, not on a timer, and never pays, replies or contacts anyone.

How it works 42 steps

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

Process (42 steps)
■ bill defaults
Apply defaults
■ is_open all
Check if all conditions are true
■ is_paid all
Check if all conditions are true
■ acts any
Check if any of the conditions are true
■ key replace
Replace text in mail-fact-bill:{{step.bill.thing_id}}
■ due_ms date_parse
Parse bill due at as a date
■ has_invoice compare
Check if bill invoice number has data
■ has_period compare
Check if bill period has data
■ has_amount all
Check if all conditions are true
■ period_part ternary
Apply ternary
■ reference_part ternary
Apply ternary
■ amount_part ternary
Apply ternary
■ statement truncate
Truncate Pay {{step.bill.issuer}}{{step.reference_part}}{{step.amount_part}} to a max length
■ amount_parts split
Split bill amount into parts
■ cents default
Apply default
■ cents_digits string_length
Apply string_length
■ money_fits all
Check if all conditions are true
■ money ternary
Apply ternary
■ keys default
Apply default
■ match_key default
Apply default
◆ listed core.work-entity.list
List work entity
■ made_here filter
Filter by condition
■ mine filter
Filter by condition
■ found count
Count items in mine
■ existing default
Apply default
■ lifecycle_open compare
Check if existing lifecycle state is one of pending,expired
■ is_live all
Check if all conditions are true
■ create_new all
Check if all conditions are true
■ statement_changed compare
Check if existing statement does not equal statement
■ due_changed compare
Check if existing promised for at does not equal due ms
■ money_changed all
Check if all conditions are true
■ changed any
Check if any of the conditions are true
■ refresh_money all
Check if all conditions are true
■ refresh_text all
Check if all conditions are true
■ settle all
Check if all conditions are true
◆ created core.work-entity.commitment.create
Create work entity commitment
skip: step.create_new equal false
◆ refreshed_with_money core.work-entity.commitment.update
Update work entity commitment
skip: step.refresh_money equal false
◆ refreshed core.work-entity.commitment.update
Update work entity commitment
skip: step.refresh_text equal false
◆ fulfilled core.work-entity.commitment.fulfill
Fulfill work entity commitment
skip: step.settle equal false
■ updated_any any
Check if any of the conditions are true
■ outcome switch
Map create new}}/{{step updated any}}/{{step settle to one of: false/false/true, false/true/false, true/false/false
■ card to_summary
Format results as a summary card
▼
Output
summary card

Uses (4 operations)

Tasks & notes List work entity core.work-entity.list
Tasks & notes Create work entity commitment core.work-entity.commitment.create
Tasks & notes Update work entity commitment core.work-entity.commitment.update
Tasks & notes Fulfill work entity commitment core.work-entity.commitment.fulfill

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 Tasks & notes core.work-entity.list read-only
Write Tasks & notes core.work-entity.commitment.create external change
Write Tasks & notes core.work-entity.commitment.update external change
Write Tasks & notes core.work-entity.commitment.fulfill external change

Data it touches

SurfacesTasks & notes

About

Tags

billsmailmail-factcommitmentdue-datedeterministicpack:bills

Details

42 steps recipe_id: track-bill-from-mail