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use calendar for transaction review? #2

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dckc opened this issue Oct 25, 2020 · 6 comments
Open

use calendar for transaction review? #2

dckc opened this issue Oct 25, 2020 · 6 comments

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@dckc
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dckc commented Oct 25, 2020

put Imbalance txs on a calendar; let M accept invitation to signal "my budget" or reply with info about why not. Have a bot send the appointments and hence get the replies. Harvest the replies in bulk and sync with gnucash.

@dckc
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dckc commented Oct 26, 2020

I have an initial prototype. Run this query in dbeaver, export as csv, import into google calendar.

I don't see yes/no buttons on the resulting events, though. So maybe I need to use google apps script.

select date(uncat.post_date) `Start Date`, uncat.description `Subject`
     , concat(uncat.amount, ': ', trim(uncat.memo), char(13), char(10),
              trim(acct.memo), char(13), char(10), uncat.tx_guid) `Description` -- + uncat.memo + acct.memo memo2 + uncat.tx_guid) 
     , acct.path `Location`
from (select * from split_detail where path = 'Imbalance-USD') uncat
join split_detail acct on acct.tx_guid = uncat.tx_guid
where acct.path != 'Imbalance-USD'
order by uncat.post_date;

@dckc
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dckc commented Nov 9, 2020

progress...

$ hg log10
1382:64bf4a186541 2020-11-08 curl script
1381:46f4dd09828f 2020-11-08 tx1 status
1380:51ef0522b796 2020-11-08 budget review doGet dev tools
1379:5cde52c7ffcf 2020-11-07 toward budget cal sync: fetch .ics

@w11k/diff-patch-sync - npm: https://www.npmjs.com/package/@w11k/diff-patch-sync
benjamine/jsondiffpatch: Diff & patch JavaScript objects: https://github.com/benjamine/jsondiffpatch
janmonschke/diffsync: Enables real-time collaborative editing of arbitrary JSON objects: https://github.com/janmonschke/diffsync
fast-json-patch - npm: https://www.npmjs.com/package/fast-json-patch
tomnomnom/gron: Make JSON greppable!: https://github.com/tomnomnom/gron
sql - npm: https://www.npmjs.com/package/sql
sql-template-strings - npm: https://www.npmjs.com/package/sql-template-strings
MySQL :: MySQL 8.0 Reference Manual :: 12.18.2 Functions That Create JSON Values: https://dev.mysql.com/doc/refman/8.0/en/json-creation-functions.html
Class Calendar  |  Apps Script  |  Google Developers: https://developers.google.com/apps-script/reference/calendar/calendar

@dckc
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dckc commented Nov 15, 2020

more progress...

$ hg log10
1389:8addc5f183df 2020-11-14 compute budget category patch with --sync
1388:9ad04a6f0bb8 2020-11-14 apples-to-apples diff between calendar and db
1387:20c4795aeb97 2020-11-14 compute essential differences in uncat txs
1386:739e1b4bdffc 2020-11-14 prune all events from budget review calendar
1385:8cd8c27a15a5 2020-11-13 brcal: lock working packages
1384:4da11b94241f 2020-11-13 brcal: select uncategorized transactions
1383:f327d948b037 2020-11-13 brcal: move browser-based work under public/
1382:64bf4a186541 2020-11-08 curl script

see also migrating finquick to github dckc/madmode-blog#101
add another issue for migrating qtrx?

@dckc
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dckc commented Nov 22, 2020

it's pretty much working.

todo

  • migrate to public finquick repo
  • update git version of finquick
  • a bit of write-up
1403:a8091bd49391 2020-11-22 expand uncat.sql to book_ops.sql
1402:4686c89478ef 2020-11-22 sync calendar updates to GnuCash db
1401:049410ea1f9e 2020-11-22 refactor txOfEvent etc.
1400:a4f6aae1e1ad 2020-11-22 refactor curl() and post() as WebApp()
1399:97fd0c448164 2020-11-22 factor out sync(), edit()
1398:718a227b8920 2020-11-22 start to factor out GCBook
1396:868d18a0fb7b 2020-11-21 incrementally delete from budget review calendar
1395:df7ab72f8059 2020-11-21 lock working packages
1394:633d1fca8a0c 2020-11-21 incrementally add to budget-review calendar
1393:d16d256c694d 2020-11-21 brscript: supply start&end parameters
1392:e92a18c03b06 2020-11-21 refine get in bulk
1391:5ee1a62d1de9 2020-11-21 doGet bulk download of tx status
1390:c8ae75132b2e 2020-11-21 brscript: draft bulk operations
1389:8addc5f183df 2020-11-14 compute budget category patch with --sync

@dckc
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dckc commented Nov 26, 2020

https://github.com/dckc/finquick/tree/brcal 120f493

darn... some config stuff doesn't belong...

@dckc dckc transferred this issue from dckc/madmode-blog Dec 31, 2020
@dckc
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dckc commented Feb 28, 2021

double-checked that the version in this repo works; it needed a small tweak: 9fedf8d

I pushed a couple unrelated changes while I'm here. style: 9fedf8d ; lock packages: 9414c98

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