Stages

Stage 1: Fetch transactions for a single month and push to a single sheet

Create function that pulls transactions from Up API for a single month
Create function that pushes those transactions to a fixed single sheet in a Google spreadsheet

Stage 2: JIT create sheets for new months with data

Create new sheet if required
Push data to correct sheet
? Duplicate old sheet to preserve formatting and charts
? Allow number of months to look back and update to be configured

Stage 3: Execute on a CRON

Execute github action on a daily CRON

Prerequisites

Google Sheets

A GCP project with the Sheets API enabled
A service account credential

See the Google Sheets API Quickstart for more info

A Google sheet you want to use.

Invite the user principal for your GCP service account as an editor of the Google sheet.

Up Bank

An Up Bank access token

Create a JavaScript Action using TypeScript

Use this template to bootstrap the creation of a TypeScript action.:rocket:

This template includes compilation support, tests, a validation workflow, publishing, and versioning guidance.

If you are new, there's also a simpler introduction. See the Hello World JavaScript Action

Create an action from this template

Click the Use this Template and provide the new repo details for your action

Code in Main

First, you'll need to have a reasonably modern version of node handy. This won't work with versions older than 9, for instance.

Install the dependencies

$ npm install

Build the typescript and package it for distribution

$ npm run build && npm run package

Run the tests ✔️

$ npm test

 PASS  ./index.test.js
  ✓ throws invalid number (3ms)
  ✓ wait 500 ms (504ms)
  ✓ test runs (95ms)

...

Change action.yml

The action.yml defines the inputs and output for your action.

Update the action.yml with your name, description, inputs and outputs for your action.

See the documentation

Change the Code

Most toolkit and CI/CD operations involve async operations so the action is run in an async function.

import * as core from '@actions/core';
...

async function run() {
  try { 
      ...
  } 
  catch (error) {
    core.setFailed(error.message);
  }
}

run()

See the toolkit documentation for the various packages.

Publish to a distribution branch

Actions are run from GitHub repos so we will checkin the packed dist folder.

Then run ncc and push the results:

$ npm run package
$ git add dist
$ git commit -a -m "prod dependencies"
$ git push origin releases/v1

Note: We recommend using the --license option for ncc, which will create a license file for all of the production node modules used in your project.

Your action is now published! 🚀

See the versioning documentation

Validate

You can now validate the action by referencing ./ in a workflow in your repo (see test.yml)

uses: ./
with:
  milliseconds: 1000

See the actions tab for runs of this action! 🚀

Usage:

After testing you can create a v1 tag to reference the stable and latest V1 action

y-a-n-n / UpBankToGoogleSheets