ledger-analysis-projects
This skill should be used when the task asks to analyze the ledger for expense changes between months and create projects/activities based on the analysis. Keywords include "analyze the ledger", "analyser hovedboken", "identifique las cuentas de gastos", "analysez le grand livre", "analysieren Sie das Hauptbuch", "identify expense accounts with the largest increase", "create an internal project for each account".
Informations de source
- Dépôt
- JardarIversen/ainm-2026
- Dernière activité de la source
- 22 mars 2026 à 12:32
- Langue détectée de SKILL.md
- anglais
- Étoiles
- 18
- Forks
- 14
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SKILL.md
Instructions source · Aperçu en lecture seule- name
- ledger_analysis_projects
- tier
- 3
- task
- T28
- description
- This skill should be used when the task asks to analyze the ledger for expense changes between months and create projects/activities based on the analysis. Keywords include "analyze the ledger", "analyser hovedboken", "identifique las cuentas de gastos", "analysez le grand livre", "analysieren Sie das Hauptbuch", "identify expense accounts with the largest increase", "create an internal project for each account".
# Ledger Analysis + Project/Activity Creation
Analyze ledger, find top 3 expense increases, create projects with activities.
## Turn 1: 3 parallel GETs (all free)
```
GET /ledger/posting?dateFrom=2026-01-01&dateTo=2026-03-01&fields=account(number,name),amount,date&count=200
GET /employee?fields=id,department(id)&count=1
GET /department?fields=id,name&count=5
```
The employee GET also fetches their department. The department GET finds available departments for the projects.
## Analysis (no API call)
Filter expense accounts (**4000-7999**, positive amounts only).
Sum by account for January and February.
Calculate increase = Feb total - Jan total.
Pick **top 3 largest increases**.
## Turn 2: Batch create 3 projects (1 write call)
Use the department from GET /department (first result, usually "Avdeling") or the employee's department.
```json
POST /project/list
[
{
"name": "<account_name_1st>",
"number": "<account_number_1st>",
"externalAccountsNumber": "<account_number_1st>",
"projectManager": {"id": <employee_id>},
"department": {"id": <department_id>},
"startDate": "<today>",
"isInternal": true,
"projectActivities": [{"activity": {"name": "<account_name_1st>", "activityType": "PROJECT_GENERAL_ACTIVITY"}}]
},
{
"name": "<account_name_2nd>",
"number": "<account_number_2nd>",
"externalAccountsNumber": "<account_number_2nd>",
"projectManager": {"id": <employee_id>},
"department": {"id": <department_id>},
"startDate": "<today>",
"isInternal": true,
"projectActivities": [{"activity": {"name": "<account_name_2nd>", "activityType": "PROJECT_GENERAL_ACTIVITY"}}]
},
{
"name": "<account_name_3rd>",
"number": "<account_number_3rd>",
"externalAccountsNumber": "<account_number_3rd>",
"projectManager": {"id": <employee_id>},
"department": {"id": <department_id>},
"startDate": "<today>",
"isInternal": true,
"projectActivities": [{"activity": {"name": "<account_name_3rd>", "activityType": "PROJECT_GENERAL_ACTIVITY"}}]
}
]
```
Order: largest increase first.
**Total: 3 GETs (free) + 1 POST (1 write). 0 errors.**
## CRITICAL RULES
- **POST /project/list** — batch create (1 write for all 3).
- Set `number`, `externalAccountsNumber` to the account number string.
- Set `department` from the GET /department result.
- **Expense accounts are 4000-7999.** Include salary (5000), operating (6000-7000).
- Only count POSITIVE amounts.
- `dateTo` = `2026-03-01` (exclusive).
- Project name = activity name = exact account name from ledger.
- `isInternal: true` on every project.
- `activityType: "PROJECT_GENERAL_ACTIVITY"` on every activity.
- Use today's date for `startDate`.
- Order: largest increase first.
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