| name | cloverleaf-ledger-download |
| description | Download ledger transactions from Cloverleaf property management portal using Playwright browser automation when user says "get ledger transactions", "download from cloverleaf", "fetch property transactions" |
| metadata | {"version":"1.0.0"} |
Cloverleaf Ledger Download
This skill downloads ledger transactions from the Cloverleaf property management portal using Playwright browser automation.
When to use
Use this skill when the user wants to:
- Get ledger transactions from Cloverleaf
- Download transaction data from cloverleaf portal
- Fetch property transactions from the management system
Instructions
- Navigate to the ledger page: https://cloverleafpm.rentvine.com/portals/owner/ledger
- If date range specified, append parameters like ?datePostedMax=2026-01-01&datePostedMin=2026-01-01&page=1&pageSize=15
- Wait for the table to load
- Run the extraction script to convert HTML table to CSV
- Save the CSV file with dated filename format
Constraints
- Never store or prompt for credentials
- Never navigate outside the cloverleafpm.rentvine.com domain
- Never attempt to handle login or MFA - user must be already logged in
Inputs
- URL to navigate to (with optional date parameters)
- HTML table with transaction data
Outputs
- CSV file named "cloverleaf-{earliest_date}-to-{latest_date}-ledger.csv"
Examples
Example 1: Download all current transactions
User: "get my ledger transactions from cloverleaf"
Agent: Navigate to https://cloverleafpm.rentvine.com/portals/owner/ledger, run extraction script, save as cloverleaf-2025-12-01-to-2026-01-01-ledger.csv
Example 2: Download transactions for specific date
User: "get ledger transactions for January 2026 from cloverleaf"
Agent: Navigate to https://cloverleafpm.rentvine.com/portals/owner/ledger?datePostedMax=2026-01-31&datePostedMin=2026-01-01&page=1&pageSize=15, extract and save
Example 3: Handle empty results
User: "download transactions for February 2024"
Agent: Navigate with date parameters, if table is empty or only starting balance, create CSV with headers only, save with appropriate date range
Anti-patterns & Warnings
- Do not attempt to automate login process
- Do not store any authentication credentials
- Do not navigate to other domains or pages
- Do not modify or interact with page elements beyond reading the table
- Be careful with date parsing - use the datetime attribute for accurate dates
