2i2c-org / team-compass

Organizational strategy, structure, policy, and practices across 2i2c.
https://compass.2i2c.org
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Automate the process of updating our accounting AirTable data #703

Open choldgraf opened 1 year ago

choldgraf commented 1 year ago

We've recently updated our accounting table in AirTable so that it is semi-automatically synchronized when CS&S adds new rows to our accounting data. Documentation about this is found at: https://compass.2i2c.org/en/latest/finance/contracts.html

There is one manual step in the process where we must do the following:

This could almost certainly be automated with either a CRON job or an integration service like make.com / zapier. It is basically just a copy/paste job that runs regularly. Automating it would remove the manual labor, and would also give us more confidence that our dashboards etc are always up to date.

[^1]: Note that this is because there are no unique IDs in our accounting table (unfortunately). The Xero software that CS&S uses doesn't give UIDs for each accounting record, and so the best we can do is a fuzzy match to try and merge/update. So instead of this complexity, we just delete the whole thing and start from scratch.

colliand commented 1 year ago

I'm getting a 404 error when I click the link: https://compass.2i2c.org/finance/contracts.html I thought it must be because compass should be team-compass. https://team-compass.2i2c.org/finance/contracts.html also generates a 404.

choldgraf commented 1 year ago

Argh I forgot the en/latest - I feel like we should stop using that as it makes the URLs harder to remember :-/

Here's the right URL: https://compass.2i2c.org/en/latest/finance/contracts.html

And note that the text will be updated there once we merge #704