Rest Budget in Grafana

firefly_grafana/dashboard.sql

@@ -0,0 +1,121 @@
+SELECT 
+t.id
+, a.id AS account_id
+, a.name AS account_name
+, aty.type  
+, t.amount
+, tj.description AS tj_descr
+, tj.date
+, c.name AS category_name
+FROM firefly.transactions AS t
+INNER JOIN firefly.transaction_journals AS tj
+ON t.transaction_journal_id = tj.id
+LEFT JOIN firefly.category_transaction_journal as ctj
+ON tj.id = ctj.transaction_journal_id
+LEFT JOIN firefly.categories AS c
+ON c.id = ctj.category_id
+LEFT JOIN firefly.accounts AS a
+ON t.account_id = a.id
+LEFT JOIN firefly.account_types AS aty
+ON a.account_type_id = aty.id 
+WHERE TRUE
+AND tj.DATE BETWEEN '2025-11-28' AND '2025-11-28'
+AND a.id = 1
+;
+
+
+/*
+Total Expanses of the month
+*/
+SELECT 
+SUM(t.amount)
+FROM firefly.transactions AS t
+INNER JOIN firefly.transaction_journals AS tj
+ON t.transaction_journal_id = tj.id
+LEFT JOIN firefly.category_transaction_journal as ctj
+ON tj.id = ctj.transaction_journal_id
+LEFT JOIN firefly.categories AS c
+ON c.id = ctj.category_id
+LEFT JOIN firefly.accounts AS a
+ON t.account_id = a.id
+LEFT JOIN firefly.account_types AS aty
+ON a.account_type_id = aty.id 
+WHERE TRUE
+AND tj.DATE BETWEEN ${__from:date:iso} AND ${__to:date:iso}
+AND a.id = 1
+;
+
+
+
+/*
+Barchart with Budget
+*/
+SELECT 
+c.name AS category_name
+, 500 AS budget
+, ABS(SUM(t.amount)) AS current_status
+FROM firefly.transactions AS t
+INNER JOIN firefly.transaction_journals AS tj
+ON t.transaction_journal_id = tj.id
+LEFT JOIN firefly.category_transaction_journal as ctj
+ON tj.id = ctj.transaction_journal_id
+LEFT JOIN firefly.categories AS c
+ON c.id = ctj.category_id
+LEFT JOIN firefly.accounts AS a
+ON t.account_id = a.id
+LEFT JOIN firefly.account_types AS aty
+ON a.account_type_id = aty.id 
+WHERE TRUE
+AND tj.DATE BETWEEN "${__from:date:iso}" AND "${__to:date:iso}"
+AND a.id = 1
+GROUP BY 1,2
+ORDER BY 3 ASC
+LIMIT 10
+;
+
+
+/*
+Barchart with Budget difference stacked
+*/
+WITH calc_budget AS (
+SELECT 
+c.name AS category_name
+, ABS(SUM(t.amount)) AS current_status
+, CASE 
+    WHEN c.name = 'Lebensmittel'              THEN ${budget_lebensmittel}      
+    WHEN c.name = 'Unterhaltung: Ausgehen'    THEN ${budget_unterhaltung_ausgehen}              
+    WHEN c.name = 'Sonstiges'                 THEN ${budget_sonstiges}  
+    WHEN c.name = 'Online Einkäufe'           THEN ${budget_online_einkaeufe}          
+    WHEN c.name = 'Wohnen: Möbel'             THEN ${budget_wohnen_moebel}      
+    WHEN c.name = 'Drogerie'                  THEN ${budget_drogerie}  
+    ELSE 0
+  END AS budget
+FROM firefly.transactions AS t
+INNER JOIN firefly.transaction_journals AS tj
+ON t.transaction_journal_id = tj.id
+LEFT JOIN firefly.category_transaction_journal as ctj
+ON tj.id = ctj.transaction_journal_id
+LEFT JOIN firefly.categories AS c
+ON c.id = ctj.category_id
+LEFT JOIN firefly.accounts AS a
+ON t.account_id = a.id
+LEFT JOIN firefly.account_types AS aty
+ON a.account_type_id = aty.id 
+WHERE TRUE
+AND tj.DATE BETWEEN "${__from:date:iso}" AND "${__to:date:iso}"
+AND a.id = 1
+AND c.name != "Monatliche Einzahlung"
+GROUP BY 1,3
+ORDER BY 2 DESC
+)
+SELECT 
+  category_name
+, current_status
+, CASE 
+    WHEN budget - current_status > 0 THEN budget - current_status
+    ELSE 0
+  END AS rest_budget
+FROM calc_budget
+WHERE TRUE
+    AND budget > 0
+;

firefly_grafana/desc_table.txt

@@ -0,0 +1,86 @@
+DESC firefly.category_transaction_journal;
+
+
+0:"id"
+1:"category_id"
+2:"transaction_journal_id"
+
+firefly.transaction_journals
+
+0:Array[20]
+0:"id"
+1:"created_at"
+2:"updated_at"
+3:"deleted_at"
+4:"user_id"
+5:"user_group_id"
+6:"transaction_type_id"
+7:"transaction_group_id"
+8:"bill_id"
+9:"transaction_currency_id"
+10:"description"
+11:"date"
+12:"date_tz"
+13:"interest_date"
+14:"book_date"
+15:"process_date"
+16:"order"
+17:"tag_count"
+18:"encrypted"
+19:"completed"
+
+DESC firefly.transactions;
+
+values:Array[6]
+0:Array[18]
+0:"id"
+1:"created_at"
+2:"updated_at"
+3:"deleted_at"
+4:"reconciled"
+5:"account_id"
+6:"transaction_journal_id"
+7:"description"
+8:"transaction_currency_id"
+9:"amount"
+10:"balance_before"
+11:"balance_after"
+12:"balance_dirty"
+13:"foreign_amount"
+14:"foreign_currency_id"
+15:"identifier"
+16:"native_amount"
+17:"native_foreign_amount"
+
+firefly.categories
+
+values:Array[6]
+0:Array[8]
+0:"id"
+1:"created_at"
+2:"updated_at"
+3:"deleted_at"
+4:"user_id"
+5:"user_group_id"
+6:"name"
+7:"encrypted"
+
+
+firefly.accounts
+
+values:Array[6]
+0:Array[14]
+0:"id"
+1:"created_at"
+2:"updated_at"
+3:"deleted_at"
+4:"user_id"
+5:"user_group_id"
+6:"account_type_id"
+7:"name"
+8:"virtual_balance"
+9:"iban"
+10:"active"
+11:"encrypted"
+12:"order"
+13:"native_virtual_balance"

ollama_paperless/prompt.md

@@ -1,11 +1,15 @@
 [Korrespodent Start]
-{{ $('getCorrespondent').all().map(item => item.json).toJsonString() }}
+{{ JSON.stringify($('getCorrespondent').all().map(i => ({ id: i.json.paperless_id, name: i.json.name }))) }}
 [Korrespodent End]
 
 [Tags Start]
-{{ $('getTags').all().map(item => item.json).toJsonString() }}
+{{ JSON.stringify($('getTags').all().map(i => ({ id: i.json.paperless_id, name: i.json.name }))) }}
 [Tags End]
 
+[Documents Start]
+{{ JSON.stringify($('getDocuments').all().map(i => ({ id: i.json.paperless_id, name: i.json.name }))) }}
+[Documents End]
+
 [Dokument Inhalt Start]
 {{ $('documentObject').item.json.document[0].content.substring(1,1000) }}
 [Dokument Inhalt Ende]

ollama_paperless/system_prompt.md

@@ -3,23 +3,25 @@ Versuche erst einen passenden Korrespondent und Tag aus meiner Liste was ich anh
 
 Stelle sicher das ausschließlich mit purem JSON. Nutze keine Markdown-Formatierung wie ` ` `json. Beginne direkt mit der öffnenden geschweiften Klammer {.
 
-Beispielantwort 1 wenn eine Korrespondent ID und Tags vorhanden sind
+Beispielantwort 1 wenn eine Korrespondent ID, Document_type und Tags vorhanden sind
 
 {
 "Title": "SLK Klinik Beinoperation",
 "Korrespondent-ID": 1,
 "Korrespondent": "SLK Klinik",
-"Tags-ID":[6,8]
+"Tags-ID":[6,8],
-"Tags:["Arztbriefe", "Medikamente"]
+"Tags:["Arztbriefe", "Medikamente"],
-"Dokumenttyp": "Arztbrief"
+"Document_type_id": 8,
+"Document_typ": "Information"
 }
 
-Beispielantwort 2 wenn eine Korrespondent ID und Tags nicht vorhanden sind
+Beispielantwort 2 wenn eine Korrespondent ID, Document_type und Tags nicht vorhanden sind
 {
 "Title": "SLK Klinik Beinoperation",
 "Korrespondent-ID": null,
 "Korrespondent": "SLK Klinik",
-"Tags-ID":[null]
+"Tags-ID":[null],
-"Tags:["Operation", "Varatharajan"]
+"Tags:["Operation", "Varatharajan"],
+"Document_type_id": null,
 "Dokumenttyp": "Arztbrief"
 }