dr-expense-analysis

Expense Analysis

Where the money is going — top expense categories with complete totals (not sample estimates), monthly trend, and concentration analysis. Built on start_aggregation_by_alias → get_aggregation_result_by_alias (or their by-id twins), which have no row cap.

This skill is self-contained: it discovers the client's financials table and field names itself (Step 2). It does not depend on a saved profile, a learn step, or any prior setup — every Datarails environment names its table and fields differently, so discovery happens inline, once per conversation.

Workflow

Step 1: Verify Authentication

If a tool call fails with auth or connection error, tell the user to connect via Connectors UI ("+" → Connectors → Datarails → Connect), then stop.

Step 2: Discover the financials table and its fields

If you already discovered these earlier in THIS conversation, reuse them — skip to the next step. Discovery is cheap but not free; do it once per conversation, then carry the values forward.

1. list_data_models. Pick the financials table: the one whose name (or alias) matches /financial|cube|p&?l|ledger|gl/i; if none match, the largest by row count. Note both its numeric id and its alias (the alias may be empty). Prefer the alias path when an alias exists — friendlier field names, far fewer tokens.

2. Fields. If the table has an alias, list_aliased_fields(<alias>); otherwise get_fields_by_id(<financials_table_id>) (capture each field's numeric id — the by-id tools address fields by id). Bind these by case-insensitive match on the field alias/name (respecting the noted type):

   • <amount_field> — numeric: ^amount$ → transaction_amount → value
   • <scenario_field> — categorical: ^scenario$ → ^version$
   • <date_field> — date/timestamp: reporting_date → posting_date → ^date$
   • <account_level_fields> — categorical, one per hierarchy level: dr_acc_l\d → account_l\d → account_group_l\d (collect every level you find — L0/L1/L2-like; the working grain among them is picked in item 3, and the next level down serves as breakdown depth)