📅 2025-11-26 — Session: Refactored and Automated Accounting ETL Pipeline

🕒 18:00–19:05
🏷️ Labels: ETL, Makefile, Python, Accounting, Automation
📂 Project: Dev

Session Goal

The primary aim of this session was to refactor and automate the accounting ETL pipeline, ensuring modularity, efficiency, and integration with CI systems.

Key Activities

  • Diagnosis of Accounting System Files: Analyzed specific accounting files to understand their functions and capabilities, focusing on time series and transaction computations.
  • Automation Commands: Developed automation commands for data processing tasks, including assembling tables and exporting data to Google Sheets.
  • Refactor Plan: Created a comprehensive plan for refactoring the accounting pipeline, with steps for modular development and addressing potential defects.
  • Python File Analysis: Conducted a detailed analysis of Python files to extract information on imports, functions, and CSV operations.
  • Code Refactoring and Dependency Mapping: Mapped current code structure and dependencies, centralizing utility functions to enhance maintainability.
  • Makefile Workflow: Designed a Makefile-driven workflow for ETL processes, report generation, and CI integration.
  • Orchestration Plan: Developed an orchestration plan with Makefile and scripts for efficient ETL and report generation.
  • Development Tools Setup: Provided a minimalistic setup for the accounting development environment to simplify ETL processes.
  • Configuration Design: Created a YAML-based configuration design for orchestration and CI integration.
  • Testing Scripts: Developed scripts for local Makefile testing to ensure robustness.

Achievements

  • Successfully refactored the accounting pipeline to be more modular and efficient.
  • Implemented automation workflows using Makefiles and Python scripts.
  • Enhanced the development environment with new tools and configuration designs.

Pending Tasks

  • Further testing and validation of the new ETL pipeline setup.
  • Continuous monitoring and troubleshooting to ensure smooth operation.