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

@@ -1,7 +1,15 @@
 [Korrespodent Start]
-{{ $('getCorrespondent').item.json.toJsonString() }}
+{{ JSON.stringify($('getCorrespondent').all().map(i => ({ id: i.json.paperless_id, name: i.json.name }))) }}
 [Korrespodent End]
 
+[Tags Start]
+{{ 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]
+[Dokument Inhalt Ende]

ollama_paperless/system_prompt.md

@@ -1,21 +1,27 @@
-Kannst du bitte für dieses Dokument einen Title, Korrespondent und Dokumenttyp extrahieren. Die ich für mein Paperless verwenden kann?
+Kannst du bitte für dieses Dokument einen Title, Korrespondent, Dokumenttyp und Tags extrahieren. Die ich für mein Paperless verwenden kann?
-Versuche erst einen passenden Korrespondent aus meiner Liste was ich anhänge zu finden. Wenn du es nicht findest weise selber eins zu.
+Versuche erst einen passenden Korrespondent und Tag aus meiner Liste was ich anhänge zu finden. Achte auf die Sin Wenn du es nicht findest weise einen passenden Vorschlag zu.
 
 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 vorhanden ist
+Beispielantwort 1 wenn eine Korrespondent ID, Document_type und Tags vorhanden sind
 
 {
 "Title": "SLK Klinik Beinoperation",
 "Korrespondent-ID": 1,
 "Korrespondent": "SLK Klinik",
-"Dokumenttyp": "Arztbrief"
+"Tags-ID":[6,8],
+"Tags:["Arztbriefe", "Medikamente"],
+"Document_type_id": 8,
+"Document_typ": "Information"
 }
 
-Beispielantwort 2 wenn eine Korrespondent ID nicht vorhanden ist
+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:["Operation", "Varatharajan"],
+"Document_type_id": null,
 "Dokumenttyp": "Arztbrief"
 }