Update Transaction with You Need a Budget API on New Scheduled Tasks from Pipedream API

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New Scheduled Tasks from the Pipedream API

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Update Transaction with the You Need a Budget API

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Getting Started#

This integration creates a workflow with a Pipedream trigger and You Need a Budget action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Scheduled Tasks trigger
1. Connect your Pipedream account
2. Optional- Configure Secret
Configure the Update Transaction action
1. Connect your You Need a Budget account
2. Select a Budget ID
3. Select a Account ID
4. Select a Transaction ID
5. Configure Date
6. Optional- Select a Payee ID
7. Optional- Select a Category ID
8. Configure Amount
9. Optional- Configure Memo
10. Optional- Select one or more Cleared
11. Optional- Configure Approved
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Scheduled Tasks on Pipedream

Description:Exposes an HTTP API for scheduling messages to be emitted at a future time

Version:0.3.1

Key:pipedream-new-scheduled-tasks

View on GitHub

Pipedream Overview#

Pipedream is an API that allows you to build applications that can connect to
various data sources and processes them in real-time. You can use Pipedream to
create applications that can perform ETL (Extract, Transform, and Load) tasks,
as well as to create data-driven workflows.

Some examples of applications you can build using the Pipedream API include:

An application that can extract data from a database, transform it, and then
load it into another database.
An application that can monitor a data source for changes, and then trigger a
workflow in response to those changes.
An application that can poll an API for new data, and then process that data
in real-time.

Trigger Code#

import pipedream from "../../pipedream.app.mjs";
import sampleEmit from "./test-event.mjs";
import { uuid } from "uuidv4";

export default {
  key: "pipedream-new-scheduled-tasks",
  name: "New Scheduled Tasks",
  type: "source",
  description:
    "Exposes an HTTP API for scheduling messages to be emitted at a future time",
  version: "0.3.1",
  dedupe: "unique", // Dedupe on a UUID generated for every scheduled task
  props: {
    pipedream,
    secret: {
      type: "string",
      secret: true,
      label: "Secret",
      optional: true,
      description:
        "**Optional but recommended**: if you enter a secret here, you must pass this value in the `x-pd-secret` HTTP header when making requests",
    },
    http: {
      label: "Endpoint",
      description: "The endpoint where you'll send task scheduler requests",
      type: "$.interface.http",
      customResponse: true,
    },
    db: "$.service.db",
  },
  methods: {
    // To schedule future emits, we emit to the selfChannel of the component
    selfChannel() {
      return "self";
    },
    // Queue for future emits that haven't yet been delivered
    queuedEventsChannel() {
      return "$in";
    },
    httpRespond({
      status, body,
    }) {
      this.http.respond({
        headers: {
          "content-type": "application/json",
        },
        status,
        body,
      });
    },
    async selfSubscribe() {
      // Subscribe the component to itself. We do this here because even in
      // the activate hook, the component isn't available to take subscriptions.
      // Scheduled tasks are sent to the self channel, which emits the message at
      // the specified delivery_ts to this component.
      const isSubscribedToSelf = this.db.get("isSubscribedToSelf");
      if (!isSubscribedToSelf) {
        const componentId = process.env.PD_COMPONENT;
        const selfChannel = this.selfChannel();
        console.log(`Subscribing to ${selfChannel} channel for event source`);
        console.log(
          await this.pipedream.subscribe(componentId, componentId, selfChannel),
        );
        this.db.set("isSubscribedToSelf", true);
      }
    },
    validateEventBody(event, operation) {
      const errors = [];

      // Secrets are optional, so we first check if the user configured
      // a secret, then check its value against the prop (validation below)
      if (this.secret && event.headers["x-pd-secret"] !== this.secret) {
        errors.push(
          "Secret on incoming request doesn't match the configured secret",
        );
      }

      if (operation === "schedule") {
        const {
          timestamp,
          message,
        } = event.body;
        // timestamp should be an ISO 8601 string. Parse and check for validity below.
        const epoch = Date.parse(timestamp);

        if (!timestamp) {
          errors.push(
            "No timestamp included in payload. Please provide an ISO8601 timestamp in the 'timestamp' field",
          );
        }
        if (timestamp && !epoch) {
          errors.push("Timestamp isn't a valid ISO 8601 string");
        }
        if (!message) {
          errors.push("No message passed in payload");
        }
      }

      return errors;
    },
    scheduleTask(event) {
      const errors = this.validateEventBody(event, "schedule");
      let status, body;

      if (errors.length) {
        console.log(errors);
        status = 400;
        body = {
          errors,
        };
      } else {
        const id = this.emitScheduleEvent(event.body, event.body.timestamp);
        status = 200;
        body = {
          msg: "Successfully scheduled task",
          id,
        };
      }

      this.httpRespond({
        status,
        body,
      });
    },
    emitScheduleEvent(event, timestamp) {
      const selfChannel = this.selfChannel();
      const epoch = Date.parse(timestamp);
      const $id = uuid();

      console.log(`Scheduled event to emit on: ${new Date(epoch)}`);

      this.$emit(
        {
          ...event,
          $channel: selfChannel,
          $id,
        },
        {
          name: selfChannel,
          id: $id,
          delivery_ts: epoch,
        },
      );

      return $id;
    },
    async cancelTask(event) {
      const errors = this.validateEventBody(event, "cancel");
      let status, msg;

      if (errors.length) {
        console.log(errors);
        status = 400;
        msg = "Secret on incoming request doesn't match the configured secret";
      } else {
        try {
          const id = event.body.id;
          const isCanceled = await this.deleteEvent(event);
          if (isCanceled) {
            status = 200;
            msg = `Cancelled scheduled task for event ${id}`;
          } else {
            status = 404;
            msg = `No event with ${id} found`;
          }
        } catch (error) {
          console.log(error);
          status = 500;
          msg = "Failed to schedule task. Please see the logs";
        }
      }

      this.httpRespond({
        status,
        body: {
          msg,
        },
      });
    },
    async deleteEvent(event) {
      const componentId = process.env.PD_COMPONENT;
      const inChannel = this.queuedEventsChannel();

      // The user must pass a scheduled event UUID they'd like to cancel
      // We lookup the event by ID and delete it
      const { id } = event.body;

      // List events in the $in channel - the queue of scheduled events, to be emitted in the future
      const events = await this.pipedream.listEvents(
        componentId,
        inChannel,
      );
      console.log("Events: ", events);

      // Find the event in the list by id
      const eventToCancel = events.data.find((e) => {
        const { metadata } = e;
        return metadata.id === id;
      });

      console.log("Event to cancel: ", eventToCancel);

      if (!eventToCancel) {
        console.log(`No event with ${id} found`);
        return false;
      }

      // Delete the event
      await this.pipedream.deleteEvent(
        componentId,
        eventToCancel.id,
        inChannel,
      );
      return true;
    },
    emitEvent(event, summary) {
      // Delete the channel name and id from the incoming event, which were used only as metadata
      const id = event.$id;
      delete event.$channel;
      delete event.$id;

      this.$emit(event, {
        summary: summary ?? JSON.stringify(event),
        id,
        ts: +new Date(),
      });
    },
  },
  async run(event) {
    await this.selfSubscribe();

    const { path } = event;
    if (path === "/schedule") {
      this.scheduleTask(event);
    } else if (path === "/cancel") {
      await this.cancelTask(event);
    } else if (event.$channel === this.selfChannel()) {
      this.emitEvent(event);
    }
  },
  sampleEmit,
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Pipedream	`pipedream`	`app`	This component uses the Pipedream app.
Secret	`secret`	`string`	Optional but recommended: if you enter a secret here, you must pass this value in the `x-pd-secret` HTTP header when making requests
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

Pipedream uses API keys for authentication. When you connect your Pipedream account, Pipedream securely stores the keys so you can easily authenticate to Pipedream APIs in both code and no-code steps.

About Pipedream#

Integration platform for developers

Action#

Update Transaction on You Need a Budget

Description:Update an existing transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/updateTransaction)

Version:0.0.2

Key:you_need_a_budget-update-transaction

View on GitHub

You Need a Budget Overview#

The You Need a Budget (YNAB) API offers a direct line into your budgeting data, allowing you to read and write transaction details, access budget categories, update account balances, and more. By leveraging this API on Pipedream, you can automate your financial tracking and synchronize your budget with other aspects of your financial life. This interface is particularly powerful for those looking to streamline their budgeting process, ensure real-time updates across platforms, and generate custom financial reports.

Action Code#

import constants from "../../common/constants.mjs";
import app from "../../you_need_a_budget.app.mjs";

export default {
  key: "you_need_a_budget-update-transaction",
  name: "Update Transaction",
  description: "Update an existing transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/updateTransaction)",
  version: "0.0.2",
  type: "action",
  props: {
    app,
    budgetId: {
      propDefinition: [
        app,
        "budgetId",
      ],
    },
    accountId: {
      propDefinition: [
        app,
        "accountId",
        ({ budgetId }) => ({
          budgetId,
        }),
      ],
    },
    transactionId: {
      propDefinition: [
        app,
        "transactionId",
        ({ budgetId }) => ({
          budgetId,
        }),
      ],
    },
    date: {
      description: "The transaction date in ISO format `YYYY-MM-DD` (e.g. `2016-12-01`). Future dates (scheduled transactions) are not permitted. Split transaction dates cannot be changed and if a different date is supplied it will be ignored.",
      propDefinition: [
        app,
        "date",
      ],
    },
    payeeId: {
      label: "Payee ID",
      description: "The id of the payee.",
      optional: true,
      propDefinition: [
        app,
        "payee",
        ({ budgetId }) => ({
          budgetId,
        }),
      ],
    },
    categoryId: {
      propDefinition: [
        app,
        "categoryId",
        ({ budgetId }) => ({
          budgetId,
        }),
      ],
      optional: true,
    },
    amount: {
      propDefinition: [
        app,
        "amount",
      ],
    },
    memo: {
      type: "string",
      label: "Memo",
      description: "A short description.",
      optional: true,
    },
    cleared: {
      type: "string[]",
      label: "Cleared",
      description: "The cleared status of the transaction.",
      options: Object.values(constants.CLEARED_STATUS),
      optional: true,
    },
    approved: {
      type: "boolean",
      label: "Approved",
      description: "Approve the transaction directly?",
      optional: true,
    },
  },
  methods: {
    updateTransaction({
      budgetId, transactionId, data = {},
    }) {
      return this.app._client().transactions.updateTransaction(
        budgetId,
        transactionId,
        data,
      );
    },
  },
  async run({ $: step }) {
    const {
      budgetId,
      transactionId,
      accountId,
      date,
      payeeId,
      categoryId,
      amount,
      memo,
      cleared,
      approved,
    } = this;

    try {
      const response = await this.updateTransaction({
        budgetId,
        transactionId,
        data: {
          transaction: {
            account_id: accountId,
            date,
            amount: this.app._convertToMilliunit(amount),
            payee_id: payeeId,
            category_id: categoryId?.value ?? categoryId,
            memo,
            cleared,
            approved,
          },
        },
      });

      step.export("$summary", `Transaction ${this.response.data.transaction.id} updated.`);

      return response;

    } catch (error) {
      const msg = "Error updating transaction";
      const strError = JSON.stringify(error, null, 2);

      if (!error?.error) {
        console.log("Error in API response, please check your transactions to make sure the changes were applied.");
        step.export("$summary", `Transaction ${this.transactionId} updated.`);
        return {
          success: true,
          transactionId,
        };
      }

      console.log(msg, error);
      throw new Error(`${msg}: ${strError}`);
    }
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
You Need a Budget	`app`	`app`	This component uses the You Need a Budget app.
Budget ID	`budgetId`	`string`	Select a value from the drop down menu.
Account ID	`accountId`	`string`	Select a value from the drop down menu.
Transaction ID	`transactionId`	`string`	Select a value from the drop down menu.
Date	`date`	`string`	The transaction date in ISO format `YYYY-MM-DD` (e.g. `2016-12-01`). Future dates (scheduled transactions) are not permitted. Split transaction dates cannot be changed and if a different date is supplied it will be ignored.
Payee ID	`payeeId`	`string`	Select a value from the drop down menu.
Category ID	`categoryId`	`string`	Select a value from the drop down menu.
Amount	`amount`	`string`	E.g. `-290.99`
Memo	`memo`	`string`	A short description.
Cleared	`cleared`	`string[]`	Select a value from the drop down menu:`clearedunclearedreconciled`
Approved	`approved`	`boolean`	Approve the transaction directly?

Action Authentication#

You Need a Budget uses OAuth authentication. When you connect your You Need a Budget account, Pipedream will open a popup window where you can sign into You Need a Budget and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any You Need a Budget API.

Pipedream requests the following authorization scopes when you connect your account:

About You Need a Budget#

Money doesn’t have to be messy. The YNAB budgeting app and its simple four-rule method will help you organize your finances, demolish your debt, save piles of cash, and reach your financial goals faster.

More Ways to Connect You Need a Budget + Pipedream#

Other Popular Integrations#

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Update Transaction with You Need a Budget API on New Scheduled Tasks from Pipedream API

Pipedream makes it easy to connect APIs for You Need a Budget, Pipedream and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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