Firefly-SimpleFIN-N8N

Firefly_SimpleFIN.json

{
  "name": "Firefly SimpleFIN Git",
  "nodes": [
    {
      "parameters": {
        "message": "={{ $json.errors.join() }}",
        "additionalFields": {
          "priority": 10
        },
        "options": {
          "contentType": "text/plain"
        }
      },
      "id": "e8791c55-7fa8-4c0a-a50f-463cfdf7ce9b",
      "name": "Gotify",
      "type": "n8n-nodes-base.gotify",
      "typeVersion": 1,
      "position": [
        960,
        100
      ],
      "credentials": {
        "gotifyApi": {
          "id": "4WPYQ0VlpLcqQuKY",
          "name": "Gotify account"
        }
      }
    },
    {
      "parameters": {
        "jsCode": "return $input.all();"
      },
      "id": "e4fb564e-f429-44a4-9c20-004ea66f6d8c",
      "name": "Code",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        1440,
        360
      ]
    },
    {
      "parameters": {
        "jsCode": "const orgIds = [\n  { id:\"ACT-001122-1122-334n-0009-123456780dfg\", bank:\"11\"}, // Bank Account\n  \n];\n\nlet transactions = [];\n\norgIds.forEach(org => {\n  let account = $input.all()[0].json.accounts.find(account => account.id === org.id);\n\n  if(!account) { // if no matching account found, skip the current iteration\n    return;\n  }\n\n  let orgTransactions = account.transactions; \n  orgTransactions.forEach((item)=>{\n    item.bank = org.bank;\n    const amount = Number(item.amount);\n\n    // If the 'organization' is not an investment account, then we follow this logic.\n    if (!org.investment){\n      if (amount < 0){\n        item.amount = Math.abs(amount).toString();\n        item.type = \"withdrawal\";\n        item.source_id = org.bank;\n      } else {\n        item.type=\"deposit\";\n        item.destination_id = org.bank;\n      }\n    }else{\n      // If the 'organization' is an investment account, then a negative amount means there is a deposit and we indicate it as such\n      if (amount < 0){\n        item.amount = Math.abs(amount).toString();\n        item.type = \"deposit\";\n        item.source_id = org.bank;\n      }\n    }\n  });\n\n  transactions = transactions.concat(orgTransactions);\n});\n\nreturn transactions;"
      },
      "id": "f443321a-b974-4d70-b57d-73fa22dcdcbc",
      "name": "Transactions",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        760,
        480
      ]
    },
    {
      "parameters": {
        "language": "python",
        "pythonCode": "import json\nfrom collections import defaultdict\nfrom datetime import datetime, timedelta \n\n# We have added keywords, because there maybe some transactions that have different 'banks', made on the same day and\n# match the amount. Hence, we only want transactions that contain these keywords\nkeywords = ['transfer', 'zelle']\n# Amount in days to consider for an item transfer\ntimeDeltaDays=3\n\nclass Transaction:\n    def __init__(self, id, type, amount, bank, source_id, destination_id, posted, description, payee, transacted_at):\n        self.id = id\n        self.type = type\n        self.amount = float(amount)\n        self.bank = bank\n        self.source_id = source_id\n        self.destination_id = destination_id\n        self.posted = datetime.fromtimestamp(posted)\n        self.description = description.strip()\n        self.payee = payee\n        self.transacted_at = datetime.fromtimestamp(transacted_at)\n\n    def to_dict(self):\n        return {\n            'id': self.id,\n            'type': self.type,\n            'amount': self.amount,\n            'bank': self.bank,\n            'source_id': self.source_id,\n            'destination_id': self.destination_id,\n            'posted': self.posted.timestamp(),\n            'description': self.description,\n            'payee': self.payee,\n            'transacted_at': self.transacted_at.timestamp(),\n        }\n\nclass Transfer:\n    def __init__(self, id, amount, source_id, destination_id, posted, description, payee, transacted_at):\n        self.id = id\n        self.amount = amount\n        self.source_id = source_id\n        self.destination_id = destination_id\n        self.posted = posted\n        self.description = description\n        self.payee = payee\n        self.transacted_at = transacted_at\n\n    def to_dict(self):\n        return {\n            'id': self.id,\n            'type': 'transfer',\n            'amount': self.amount,\n            'source_id': self.source_id,\n            'destination_id': self.destination_id,\n            'posted': self.posted.timestamp(),\n            'description': self.description,\n            'payee': self.payee,\n            'transacted_at': self.transacted_at.timestamp(),\n        }\n\n      \n\ntransactions=[]\nfor item in _input.all():\n    t=item.json\n    src_id = t['source_id'] if 'source_id' in t else \"\"\n    dest_id = t['destination_id'] if 'destination_id' in t else \"\"\n    description = \" \".join(t['description'].strip().split())\n    payee = \" \".join(t['payee'].strip().split())\n    transaction = Transaction(t['id'], t['type'], t['amount'], t['bank'], src_id, dest_id, t['posted'], description, payee, t['transacted_at'])\n    transactions.append(transaction)\n\n\n# Group transactions by type and amount\ngrouped_transactions = defaultdict(lambda: defaultdict(list))\nfor t in transactions:\n    grouped_transactions[t.type][t.amount].append(t)\n\n# Find transfers\nfor amount, deposit_transactions in grouped_transactions['deposit'].items():\n    withdrawal_transactions = grouped_transactions['withdrawal'].get(amount, [])\n\n    for deposit in deposit_transactions:\n        for withdrawal in withdrawal_transactions:\n            # If banks are different, posted times are within 1 day and descriptions contain required keywords\n            if deposit.bank != withdrawal.bank and abs(deposit.posted - withdrawal.posted) <= timedelta(days=timeDeltaDays) and (\n        any(\n            keyword.lower() in deposit.description.lower() for keyword in keywords) or (any(\n    keyword.lower() in withdrawal.description.lower() for keyword in keywords))):\n                transfer = Transfer(withdrawal.id + deposit.id, deposit.amount, withdrawal.bank, deposit.bank,\n                                    max(deposit.posted, withdrawal.posted),\n                                    withdrawal.description + \" - \" + deposit.description, deposit.payee,\n                                    deposit.transacted_at)\n                transactions.remove(deposit)\n                transactions.remove(withdrawal)\n                withdrawal_transactions.remove(withdrawal)\n                transactions.append(transfer)\n                break\n\noutput=[]\nfor i in transactions:\n  output.append(i.to_dict())\n\nreturn output"
      },
      "id": "1a5421c8-ce3a-48f2-8baf-3b6a1e5637c6",
      "name": "Transfer Transactions",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        980,
        340
      ]
    },
    {
      "parameters": {
        "url": "=https://beta-bridge.simplefin.org/simplefin/accounts",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpBasicAuth",
        "sendQuery": true,
        "queryParameters": {
          "parameters": [
            {
              "name": "start-date",
              "value": "={{ Math.floor(new Date().setDate(new Date().getDate() -5 )/1000);}}"
            }
          ]
        },
        "options": {}
      },
      "id": "9f1759e6-68fe-45ee-9959-5e9b084ac2a7",
      "name": "SimpleFin",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.2,
      "position": [
        740,
        260
      ],
      "credentials": {
        "httpBasicAuth": {
          "id": "8HQHP0oGrWIVg7HM",
          "name": "SimpleFIN Basic Auth"
        }
      }
    },
    {
      "parameters": {
        "method": "POST",
        "url": "https://firefly.paid.lol/api/v1/transactions",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth",
        "sendBody": true,
        "specifyBody": "json",
        "jsonBody": "={\n  \"error_if_duplicate_hash\": true,\n  \"apply_rules\": true,\n  \"fire_webhooks\": true,\n  \"group_title\": \"\",\n  \"transactions\": [\n    {\n      \"type\": \"{{ $json[\"type\"] }}\",\n      \"date\": \"{{ $json[\"transacted_at\"].toDateTime(\"s\").toISO() }}\",\n      \"amount\": \"{{ $json[\"amount\"] }}\",\n      \"description\": \"{{ $json[\"description\"] }}\",\n      \"source_id\": \"{{ $json[\"source_id\"] }}\",\n      \"destination_id\": \"{{ $json[\"destination_id\"] }}\",\n      \"process_date\": \"{{ $json[\"posted\"].toDateTime(\"s\").toISO() }}\",\n      \"destination_name\": \"{{ $json[\"payee\"] }}\",\n      \"external_id\":\"{{ $json[\"id\"] }}\"\n    }  \n  ]\n}",
        "options": {}
      },
      "id": "981cdc9e-e324-4fdf-b664-912079926c79",
      "name": "Firefly Request",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.2,
      "position": [
        1180,
        340
      ],
      "credentials": {
        "httpHeaderAuth": {
          "id": "OixlU0thMigFLiC3",
          "name": "Firefly Header Auth"
        }
      },
      "onError": "continueErrorOutput"
    },
    {
      "parameters": {
        "rule": {
          "interval": [
            {
              "triggerAtHour": 14
            }
          ]
        }
      },
      "id": "010b5ff8-bcf7-4133-8f36-06a373e2ec6c",
      "name": "Daily at 2pm",
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1.2,
      "position": [
        540,
        260
      ]
    },
    {
      "parameters": {
        "rules": {
          "values": [
            {
              "conditions": {
                "options": {
                  "caseSensitive": true,
                  "leftValue": "",
                  "typeValidation": "strict"
                },
                "conditions": [
                  {
                    "leftValue": "={{ $json.errors }}",
                    "rightValue": "",
                    "operator": {
                      "type": "array",
                      "operation": "notEmpty",
                      "singleValue": true
                    }
                  }
                ],
                "combinator": "and"
              }
            }
          ]
        },
        "options": {}
      },
      "id": "f1d64143-35f5-4fe7-96c5-9c4d534eeb27",
      "name": "Switch",
      "type": "n8n-nodes-base.switch",
      "typeVersion": 3,
      "position": [
        780,
        100
      ]
    }
  ],
  "pinData": {},
  "connections": {
    "Transactions": {
      "main": [
        [
          {
            "node": "Transfer Transactions",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "SimpleFin": {
      "main": [
        [
          {
            "node": "Transactions",
            "type": "main",
            "index": 0
          },
          {
            "node": "Switch",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Transfer Transactions": {
      "main": [
        [
          {
            "node": "Firefly Request",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Firefly Request": {
      "main": [
        [],
        [
          {
            "node": "Code",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Daily at 2pm": {
      "main": [
        [
          {
            "node": "SimpleFin",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Switch": {
      "main": [
        [
          {
            "node": "Gotify",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "active": false,
  "settings": {
    "executionOrder": "v1",
    "saveManualExecutions": true,
    "callerPolicy": "workflowsFromSameOwner"
  },
  "versionId": "063bb1d8-6cc0-473c-a2f7-c251ca95f68b",
  "meta": {
    "templateCredsSetupCompleted": true,
    "instanceId": "5e1619f539bf4fca477bbc4fab24e9f25d671f9e9b0589672c29f0bdbe199d84"
  },
  "id": "jO9rvClvsHA3ZFia",
  "tags": []
}