Preserve the source
The original row and source ID stay intact. Any correction belongs in a recorded working copy, not a silent overwrite.
Self-initiated demonstration 03
Recurring work, with every rule accounted for.
A coded browser sample that turns six fictional source records into a dated task register and report preview. The recurrence rules, held rows, checks, approval boundary, and planned handoff are all open for inspection.
The demonstration brief
Make the next run obvious without rewriting the past.
Daily, weekly, and month-end work needs one source table, explicit recurrence rules, a dated output, and an exception path. A report is trustworthy only when its counts reconcile to those records.
- One preserved input snapshot
- Three recurrence patterns
- One checked task register
- One exception and approval path
Source6 records
Scheduled12 occurrences
Emitted11 checked rows
Held1 owner gap
Showing checked schedule.
Checked output
Recurring work becomes dated, traceable rows.
Every output row keeps its source ID, owner, recurrence rule, due time, and recorded status.
| Instance | Task | Owner | Due | Status |
|---|---|---|---|---|
| OC-014/2026-08-24 | Review payment exceptionsEvery weekday | Alex M. | Completed | |
| OC-014/2026-08-25 | Review payment exceptionsEvery weekday | Alex M. | Completed | |
| OC-014/2026-08-26 | Review payment exceptionsEvery weekday | Alex M. | Completed | |
| OC-014/2026-08-27 | Review payment exceptionsEvery weekday | Alex M. | Completed | |
| OC-014/2026-08-28 | Review payment exceptionsEvery weekday | Alex M. | Blocked | |
| OC-014/2026-08-31 | Review payment exceptionsEvery weekday | Alex M. | Open | |
| OC-021/2026-08-25 | Send active project reviewEvery Tuesday | Mara P. | Completed | |
| OC-026/2026-08-28 | Approve contractor hoursEvery Friday | Elias R. | Completed | |
| OC-031/2026-08-31 | Close supplier statementLast business day | Rina K. | Open | |
| OC-034/2026-08-25 | Refresh sales importTuesday and Thursday | Uma S. | Completed | |
| OC-034/2026-08-27 | Refresh sales importTuesday and Thursday | Uma S. | Completed |
Exception log
Bad inputs do not disappear.
One source record is held before scheduling. A blocked task remains visible for operator review.
| Date | Source | Level | Issue | Handling |
|---|---|---|---|---|
| Aug 26 | OC-039 | Hold | Owner is missing, so the scheduled row was not emitted. | Assign an owner, approve the source edit, then run the rule again. |
| Aug 28 | OC-014 | Review | The task remains in the schedule but its status is blocked. | Keep the row visible and name the blocker before the next run. |
Check record
The totals close before handoff.
- Source trace
Every emitted row retains its source ID.
- Owner gate
Unowned records stay out of the checked schedule.
- Row balance
Emitted rows and held occurrences reconcile to the rule run.
- Status total
Report status counts reconcile to the checked rows.
The calculations above run in this page against six fixed fictional source records. No upload, external system, Excel formula, macro, scheduled job, or PDF file is involved.
Rule book
The transformation is written down before the full file changes.
Expand recurrence
Weekday, named-day, and last-business-day rules create dated task instances inside the approved report window.
Hold incomplete rows
A scheduled record without an owner does not enter the checked task table. It moves to the exception log for a decision.
Keep problems visible
Blocked work stays in the report with its source ID. The operator sees the obstruction instead of receiving a false completion.
Reconcile the output
Scheduled occurrences must equal emitted rows plus held rows. Status totals must equal the checked task register.
Approval and handoff
The buyer approves the rules before the workbook carries them.
A paid build would start with a small sample. Production formulas, recurrence logic, report sections, source corrections, and any export action wait for approval in the buyer's working copy.
Buyer supplies
The source workbook, required task fields, recurrence definitions, owner list, report sections, output format, and approver.
Approval point
The buyer signs off on a small source sample, rule table, exception handling, and report layout before the full workbook changes.
Katsa may change
Only the approved working copy, formulas, rules, validations, and report layout. Source values and completion overrides need a written decision.
Paid handoff would return
The preserved source, working workbook, rule and exception tabs, tested report layout, check record, and short operating guide.
Not present here
A client file, Excel workbook, macro, scheduled automation, one-click PDF export, live business data, time saving claim, or measured result.
Claim boundary