diff --git a/packages/backend/src/apps/you-need-a-budget/triggers/category-overspent/index.js b/packages/backend/src/apps/you-need-a-budget/triggers/category-overspent/index.js index 9d4df8f7..be49a65a 100644 --- a/packages/backend/src/apps/you-need-a-budget/triggers/category-overspent/index.js +++ b/packages/backend/src/apps/you-need-a-budget/triggers/category-overspent/index.js @@ -10,7 +10,7 @@ export default defineTrigger({ async run($) { const categoryWithNegativeBalance = []; - const response = await $.http.get('/budgets/last-used/categories'); + const response = await $.http.get('/budgets/default/categories'); const categoryGroups = response.data.data.category_groups; categoryGroups.forEach((group) => { diff --git a/packages/backend/src/apps/you-need-a-budget/triggers/goal-completed/index.js b/packages/backend/src/apps/you-need-a-budget/triggers/goal-completed/index.js new file mode 100644 index 00000000..4ffb4124 --- /dev/null +++ b/packages/backend/src/apps/you-need-a-budget/triggers/goal-completed/index.js @@ -0,0 +1,34 @@ +import defineTrigger from '../../../../helpers/define-trigger.js'; + +export default defineTrigger({ + name: 'Goal completed', + key: 'goalCompleted', + pollInterval: 15, + description: 'Triggers when a goal is completed.', + + async run($) { + const goalCompletedCategories = []; + + const response = await $.http.get('/budgets/default/categories'); + const categoryGroups = response.data.data.category_groups; + + categoryGroups.forEach((group) => { + group.categories.forEach((category) => { + if (category.goal_percentage_complete === 100) { + goalCompletedCategories.push(category); + } + }); + }); + + if (goalCompletedCategories?.length) { + for (const category of goalCompletedCategories) { + $.pushTriggerItem({ + raw: category, + meta: { + internalId: category.id, + }, + }); + } + } + }, +}); diff --git a/packages/backend/src/apps/you-need-a-budget/triggers/index.js b/packages/backend/src/apps/you-need-a-budget/triggers/index.js index ff64d17c..81ac9694 100644 --- a/packages/backend/src/apps/you-need-a-budget/triggers/index.js +++ b/packages/backend/src/apps/you-need-a-budget/triggers/index.js @@ -1,4 +1,11 @@ import categoryOverspent from './category-overspent/index.js'; +import goalCompleted from './goal-completed/index.js'; import lowAccountBalance from './low-account-balance/index.js'; +import newTransactions from './new-transactions/index.js'; -export default [categoryOverspent, lowAccountBalance]; +export default [ + categoryOverspent, + goalCompleted, + lowAccountBalance, + newTransactions, +]; diff --git a/packages/backend/src/apps/you-need-a-budget/triggers/low-account-balance/index.js b/packages/backend/src/apps/you-need-a-budget/triggers/low-account-balance/index.js index 68382bec..b7886cc5 100644 --- a/packages/backend/src/apps/you-need-a-budget/triggers/low-account-balance/index.js +++ b/packages/backend/src/apps/you-need-a-budget/triggers/low-account-balance/index.js @@ -21,7 +21,7 @@ export default defineTrigger({ const balanceBelowAmount = $.step.parameters.balanceBelowAmount; const formattedBalance = balanceBelowAmount * 1000; - const response = await $.http.get('/budgets/last-used/accounts'); + const response = await $.http.get('/budgets/default/accounts'); if (response.data?.data?.accounts?.length) { for (const account of response.data.data.accounts) { diff --git a/packages/backend/src/apps/you-need-a-budget/triggers/new-transactions/index.js b/packages/backend/src/apps/you-need-a-budget/triggers/new-transactions/index.js new file mode 100644 index 00000000..00aa4c02 --- /dev/null +++ b/packages/backend/src/apps/you-need-a-budget/triggers/new-transactions/index.js @@ -0,0 +1,24 @@ +import defineTrigger from '../../../../helpers/define-trigger.js'; + +export default defineTrigger({ + name: 'New transactions', + key: 'newTransactions', + pollInterval: 15, + description: 'Triggers when a new transaction is created.', + + async run($) { + const response = await $.http.get('/budgets/default/transactions'); + const transactions = response.data.data?.transactions; + + if (transactions?.length) { + for (const transaction of transactions) { + $.pushTriggerItem({ + raw: transaction, + meta: { + internalId: transaction.id, + }, + }); + } + } + }, +}); diff --git a/packages/docs/pages/apps/you-need-a-budget/connection.md b/packages/docs/pages/apps/you-need-a-budget/connection.md index 21f35a41..be7307d2 100644 --- a/packages/docs/pages/apps/you-need-a-budget/connection.md +++ b/packages/docs/pages/apps/you-need-a-budget/connection.md @@ -11,8 +11,9 @@ connection in Automatisch. If any of the steps are outdated, please let us know! 4. Click on the **New Application** under the **OAuth Applications** section. 5. Fill the new application form. 6. Copy **OAuth Redirect URL** from Automatisch and paste it in **Redirect URI(s)** section. -7. Click on the **Save Application** button. -8. Copy the **Client ID** value to the **Client ID** field on Automatisch. -9. Copy the **Client Secret** value to the **Client Secret** field on Automatisch. -10. Fill the **Screen Name** field on Automatisch. -11. Congrats! Start using your new You Need A Budget connection within the flows. +7. Enable the option **Enable default budget selection when users authorize this application**. +8. Click on the **Save Application** button. +9. Copy the **Client ID** value to the **Client ID** field on Automatisch. +10. Copy the **Client Secret** value to the **Client Secret** field on Automatisch. +11. Fill the **Screen Name** field on Automatisch. +12. Congrats! Start using your new You Need A Budget connection within the flows. diff --git a/packages/docs/pages/apps/you-need-a-budget/triggers.md b/packages/docs/pages/apps/you-need-a-budget/triggers.md index 31313794..4394dd0b 100644 --- a/packages/docs/pages/apps/you-need-a-budget/triggers.md +++ b/packages/docs/pages/apps/you-need-a-budget/triggers.md @@ -3,8 +3,12 @@ favicon: /favicons/you-need-a-budget.svg items: - name: Category overspent desc: Triggers when a category exceeds its budget, resulting in a negative balance. + - name: Goal completed + desc: Triggers when a goal is completed. - name: Low account balance desc: Triggers when the balance of a Checking or Savings account falls below a specified amount within a given month. + - name: New transactions + desc: Triggers when a new transaction is created. ---