This workflow follows the HTTP Request → Postgres recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
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{
"name": "Quarter Budget BP Calculation",
"nodes": [
{
"parameters": {
"events": [
"comment_created"
],
"additionalFields": {
"filter": "project = SD AND created >= \"2026-01-01\" AND created <= \"2026-12-31\" AND \"request type\" = \"Bill Payment (SD)\" ORDER BY created DESC"
}
},
"type": "n8n-nodes-base.jiraTrigger",
"typeVersion": 1.1,
"position": [
-3104,
-736
],
"id": "866fc6f8-46c0-58e8-9544-bdd21518f370",
"name": "Jira Trigger",
"credentials": {
"jiraSoftwareCloudApi": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": false,
"leftValue": "",
"typeValidation": "loose",
"version": 2
},
"conditions": [
{
"id": "cdREDACTEDd75REDACTEDb-b7dREDACTED-412REDACTED-93d3-2REDACTEDc65REDACTEDec7REDACTED51",
"leftValue": "={{ $json.operover }}",
"rightValue": "Overhead",
"operator": {
"type": "string",
"operation": "equals",
"name": "filter.operator.equals"
}
},
{
"id": "9af2d3e6-a305-42REDACTEDa-b372-cce9REDACTEDaf1403f",
"leftValue": "={{ $json.state.answers['53'].date }}",
"rightValue": "2026-01-01T00:00:00",
"operator": {
"type": "dateTime",
"operation": "afterOrEquals"
}
}
],
"combinator": "and"
},
"looseTypeValidation": true,
"options": {
"ignoreCase": true
}
},
"type": "n8n-nodes-base.if",
"typeVersion": 2.2,
"position": [
464,
-768
],
"id": "fc17dca6-5466-5672-8cc3-b8c588b97801",
"name": "If Overhead"
},
{
"parameters": {
"operation": "deleteTable",
"schema": {
"__rl": true,
"value": "q_budget",
"mode": "list",
"cachedResultName": "q_budget"
},
"table": {
"__rl": true,
"value": "q3_2026_jbp",
"mode": "list",
"cachedResultName": "q3_2026_jbp"
},
"options": {}
},
"type": "n8n-nodes-base.postgres",
"typeVersion": 2.5,
"position": [
-1472,
-736
],
"id": "17eb87b1-0e92-58c2-89df-fcb3f7ec1d74",
"name": "Truncate",
"credentials": {
"postgres": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"operation": "executeQuery",
"query": "SELECT \n qf.*,\n to_char(qf.budget, 'FM999,999,990.00') AS budget_formatted,\n to_char(qf.budget_left, 'FM999,999,990.00') AS budget_left_formatted,\n to_char(qf.budget_left + qj.\"USD_allocated\", 'FM999,999,990.00') AS total_budget_amount\nFROM q_budget.q3_2026_final qf\nJOIN q_budget.q3_2026_jbp qj\n ON qf.\"allocation_rule\" = qj.allocation\n AND qf.\"allocation_keys\" = qj.\"allocation#1\"\n AND qf.\"type_of_income_expense\" = qj.account\nWHERE qj.sd = '{{ $('Jira Trigger').first().json.issue.key }}';",
"options": {}
},
"type": "n8n-nodes-base.postgres",
"typeVersion": 2.5,
"position": [
2640,
-800
],
"id": "50f6e778-1549-5b3f-ad88-061673bb9835",
"name": "Select calculated Budget",
"credentials": {
"postgres": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 2
},
"conditions": [
{
"id": "b6fbREDACTED4REDACTEDe-ac7b-40fd-99be-05REDACTEDeREDACTEDacdb090",
"leftValue": "={{ $json.budget }}",
"rightValue": 0,
"operator": {
"type": "number",
"operation": "empty",
"singleValue": true
}
}
],
"combinator": "and"
},
"options": {}
},
"type": "n8n-nodes-base.if",
"typeVersion": 2.2,
"position": [
2912,
-800
],
"id": "a46bb167-d83b-5a12-ac17-7987924d4fb8",
"name": "If2"
},
{
"parameters": {
"operation": "executeQuery",
"query": "UPDATE q_budget.opercost_jbp AS fd\nSET amount_in_usd = fd.total_amount * fx.fx_to_usd\nFROM project_result.fx AS fx\nWHERE fd.currency = fx.currency\n AND DATE_TRUNC('month', fd.end_date) = DATE_TRUNC('month', fx.reporting_month);\n \n update q_budget.opercost_jbp \n set amount_in_usd = round(amount_in_usd, 0) ",
"options": {}
},
"type": "n8n-nodes-base.postgres",
"typeVersion": 2.5,
"position": [
1728,
-400
],
"id": "97442a80-9f59-5224-a8c4-fd0b053785fd",
"name": "Move amount to usd",
"executeOnce": true,
"credentials": {
"postgres": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"operation": "executeQuery",
"query": "UPDATE q_budget.budget_opercost bo\nSET \n budget_left = bo.amount_in_usd - agg.total_jbp_usd,\n budget_spent = agg.total_jbp_usd\nFROM (\n SELECT \n entity,\n beneficiary,\n start_date,\n end_date,\n SUM(amount_in_usd) AS total_jbp_usd\n FROM q_budget.opercost_jbp\n GROUP BY entity, beneficiary, start_date, end_date\n) agg\nWHERE TRIM(bo.entity) = TRIM(agg.entity)\n AND TRIM(bo.beneficiary) = TRIM(agg.beneficiary)\n AND agg.start_date = bo.start_date\n AND agg.end_date = bo.end_date;\n",
"options": {}
},
"type": "n8n-nodes-base.postgres",
"typeVersion": 2.5,
"position": [
1952,
-400
],
"id": "8bea6dfb-e037-5717-8764-637d77c6c513",
"name": "Calculate left budget",
"credentials": {
"postgres": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"operation": "executeQuery",
"query": "SELECT \n bo.*,\n TO_CHAR(bo.start_date, 'MM/DD/YYYY') AS bo_start_date_formatted,\n TO_CHAR(bo.end_date, 'MM/DD/YYYY') AS bo_end_date_formatted,\n TO_CHAR(bo.amount_in_usd, 'FM999,999,990.00') AS budget_formatted,\n TO_CHAR(bo.budget_left, 'FM999,999,990.00') AS budget_left_formatted,\n TO_CHAR(bjp.amount_in_usd + bo.budget_left, 'FM999,999,990.00') AS total_budget_amount\nFROM \n q_budget.budget_opercost bo\nJOIN \n q_budget.opercost_jbp bjp \n ON TRIM(bo.entity) = TRIM(bjp.entity)\n AND TRIM(bo.beneficiary) = TRIM(bjp.beneficiary)\n AND bjp.start_date >= bo.start_date\n AND bjp.end_date <= bo.end_date\nWHERE \n bjp.sd = '{{ $('Jira Trigger').item.json.issue.key }}';\n",
"options": {}
},
"type": "n8n-nodes-base.postgres",
"typeVersion": 2.5,
"position": [
2384,
-400
],
"id": "a0a11635-02c1-51b1-a6fc-69127047b7cf",
"name": "Select calculated Budget1",
"alwaysOutputData": true,
"credentials": {
"postgres": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"resource": "issueComment",
"issueKey": "={{ $('Jira Trigger').item.json.issue.key }}",
"jsonParameters": true,
"commentJson": "={\n \"version\": 1,\n \"type\": \"doc\",\n \"content\": [\n {\n \"type\": \"paragraph\",\n \"content\": [\n {\n \"type\": \"text\",\n \"text\": \"Left budget after this JIRA request:\"\n },\n {\n \"type\": \"text\",\n \"text\": \" {{ $json.budget_left_formatted }} USD\",\n \"marks\": [\n {\n \"type\": \"strong\"\n }\n ]\n },\n {\n \"type\": \"hardBreak\"\n },\n {\n \"type\": \"text\",\n \"text\": \"Left budget before this JIRA request: {{ $json.total_budget_amount }} USD\"\n },\n {\n \"type\": \"hardBreak\"\n },\n {\n \"type\": \"text\",\n \"text\": \"Initial budget for the period from {{ $json.bo_start_date_formatted }} to {{ $json.bo_end_date_formatted }}: {{ $json.budget_formatted}} USD\"\n }\n ]\n }\n ]\n}",
"options": {}
},
"type": "n8n-nodes-base.jira",
"typeVersion": 1,
"position": [
2944,
-560
],
"id": "a0e8e6d6-3741-5bb2-bcbe-7d5e72427b9e",
"name": "Jira Software4",
"executeOnce": true,
"credentials": {
"jiraSoftwareCloudApi": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 2
},
"conditions": [
{
"id": "4REDACTED6baREDACTED65-0ba0-4b1REDACTED-REDACTED702-de9a96REDACTED7REDACTED9b9",
"leftValue": "={{ $json.budget_left }}",
"rightValue": "",
"operator": {
"type": "string",
"operation": "exists",
"singleValue": true
}
}
],
"combinator": "and"
},
"options": {}
},
"type": "n8n-nodes-base.if",
"typeVersion": 2.2,
"position": [
2624,
-416
],
"id": "2b983526-a093-531d-b90f-62012a5f5e2c",
"name": "If3"
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "loose",
"version": 2
},
"conditions": [
{
"id": "cdREDACTEDd75REDACTEDb-b7dREDACTED-412REDACTED-93d3-2REDACTEDc65REDACTEDec7REDACTED51",
"leftValue": "={{ $json.operover }}",
"rightValue": "Opercost",
"operator": {
"type": "string",
"operation": "equals",
"name": "filter.operator.equals"
}
},
{
"id": "d07fd4f6-f5a6-46d5-b34e-5eREDACTED0fREDACTED3ee45a",
"leftValue": "={{ $('Read data from attached forms').item.json.state.answers['53'].date }}",
"rightValue": "2024-12-31T00:00:00",
"operator": {
"type": "dateTime",
"operation": "after"
}
},
{
"id": "REDACTED_UUID",
"leftValue": "={{ $json.account }}",
"rightValue": "Cost of external subcontractors",
"operator": {
"type": "string",
"operation": "notEquals"
}
},
{
"id": "a0d01af2-REDACTEDcab-4502-902REDACTED-cREDACTEDa07145cecd",
"leftValue": "={{ $json.account }}",
"rightValue": "Salaries expenses",
"operator": {
"type": "string",
"operation": "notEquals"
}
}
],
"combinator": "and"
},
"looseTypeValidation": true,
"options": {}
},
"type": "n8n-nodes-base.if",
"typeVersion": 2.2,
"position": [
672,
-384
],
"id": "fd9ee0b4-bcd5-5d4f-b318-53bfeba2f1d8",
"name": "If Opercost"
},
{
"parameters": {
"resource": "issueComment",
"issueKey": "={{ $('Jira Trigger').item.json.issue.key }}",
"comment": "=No budget for this expense!",
"options": {}
},
"type": "n8n-nodes-base.jira",
"typeVersion": 1,
"position": [
2928,
-288
],
"id": "dbee8a5e-3b95-599e-ad12-0404dfd80cf0",
"name": "Jira Software3",
"executeOnce": true,
"credentials": {
"jiraSoftwareCloudApi": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"operation": "executeQuery",
"query": "select * from q_budget.opercost_jbp oj \nwhere sd = '{{ $('Jira Trigger').item.json.issue.key }}';",
"options": {}
},
"type": "n8n-nodes-base.postgres",
"typeVersion": 2.5,
"position": [
2160,
-400
],
"id": "0a058ea3-0219-5ad4-8cd4-0b60c8b2956f",
"name": "check For existance",
"credentials": {
"postgres": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 2
},
"conditions": [
{
"id": "2ae95529-REDACTEDfda-443a-9bfa-9e0fb7cc6a51",
"leftValue": "={{ $json.match }}",
"rightValue": "empty",
"operator": {
"type": "string",
"operation": "notEquals"
}
}
],
"combinator": "or"
},
"options": {}
},
"type": "n8n-nodes-base.if",
"typeVersion": 2.2,
"position": [
1136,
-400
],
"id": "da58870d-2b01-5656-8194-f660ee1e11c0",
"name": "If4"
},
{
"parameters": {
"mode": "runOnceForEachItem",
"jsCode": "function similarity(s1, s2) {\n let longer = s1.length > s2.length ? s1 : s2;\n let shorter = s1.length > s2.length ? s2 : s1;\n \n if (longer.length === 0) return 1.0;\n \n return (longer.length - editDistance(longer, shorter)) / parseFloat(longer.length);\n}\n\nfunction editDistance(s1, s2) {\n s1 = s1.toLowerCase();\n s2 = s2.toLowerCase();\n \n let costs = [];\n \n for (let i = 0; i <= s1.length; i++) {\n let lastValue = i;\n for (let j = 0; j <= s2.length; j++) {\n if (i === 0) {\n costs[j] = j;\n } else if (j > 0) {\n let newValue = costs[j - 1];\n if (s1.charAt(i - 1) !== s2.charAt(j - 1)) {\n newValue = Math.min(Math.min(newValue, lastValue), costs[j]) + 1;\n }\n costs[j - 1] = lastValue;\n lastValue = newValue;\n }\n }\n if (i > 0) costs[s2.length] = lastValue;\n }\n return costs[s2.length];\n}\n\nconst beneficiaries = [\n \"Vendor A\",\n \"Vendor B BEOGRAD\",\n \"Vendor C & PAYROLL Sp. z o.o.\",\n \"Vendor D\",\n \"LUX MED Sp. z o.o.\",\n \"Vendor E\",\n \"Vendor F\",\n \"Vendor G\",\n \"Employee D\",\n \"Vendor H Group, LLC\",\n \"Vendor I\",\n \"Vendor J\",\n \"Vendor K Gmbh (Wiesbaden)\",\n \"Vendor L\",\n \"Vendor M\",\n \"Vendor N Kamil Socz\u00f3wka\",\n \"Vendor F\",\n \"Vendor O\",\n \"Vendor P No.1 doo Beograd\",\n \"DRU\u0160TVO ZA USLUGE U OBLASTI ZA\u0160TITE Vendor Q BEOGRAD (\u010cUKARICA)\",\n \"Dru\u0161tvo za reviziju i poslovno savetovanje Vendor R d.o.o. Beograd\",\n \"Vendor S s.r.o.\"\n];\n\nconst input = $('Read data from attached forms').item.json.state.answers['16'].text;\n\nlet maxSimilarity = 0;\nlet bestMatch = '';\nlet allMatches = [];\n\nfor (const ben of beneficiaries) {\n const sim = similarity(input, ben);\n allMatches.push({\n beneficiary: ben,\n similarity: sim\n });\n if (sim > maxSimilarity) {\n maxSimilarity = sim;\n bestMatch = ben;\n }\n}\n\nreturn {\n input: input,\n match: maxSimilarity >= 0.5 ? bestMatch : 'empty',\n similarity: maxSimilarity,\n all_matches: allMatches\n};"
},
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
960,
-400
],
"id": "c8c64e1c-767e-5646-b11d-532e831e1ecc",
"name": "Code1"
},
{
"parameters": {
"operation": "executeQuery",
"query": "DROP table if EXISTS q_budget.q3_2026_jbp_proc;\n\nCREATE TABLE q_budget.q3_2026_jbp_proc AS\nWITH SplitValues AS (\n SELECT\n sd,\n total_amount,\n account,\n allocation,\n TRIM(value) AS \"allocation#1\",\n \"USD_allocated\",\n start_date,\n end_date,\n currency,\n array_length(string_to_array(\"allocation#1\", ','), 1) AS value_count\n FROM\n q_budget.q3_2026_jbp,\n unnest(string_to_array(\"allocation#1\", ',')) AS value\n)\nSELECT\n sd,\n ROUND(total_amount / value_count, 2) AS total_amount,\n account,\n allocation,\n \"allocation#1\",\n ROUND(\"USD_allocated\" / value_count, 2) AS \"USD_allocated\",\n start_date,\n end_date,\n currency\nFROM\n SplitValues;\n",
"options": {}
},
"type": "n8n-nodes-base.postgres",
"typeVersion": 2.6,
"position": [
2016,
-800
],
"id": "54ebcd2b-a30d-5dfb-bcdf-f839d6094617",
"name": "Create JBP proc table",
"credentials": {
"postgres": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"operation": "executeQuery",
"query": "UPDATE q_budget.q3_2026_jbp jbp\nSET \"USD_allocated\" = CASE\n WHEN jbp.currency = 'USD' THEN jbp.total_amount\n WHEN jbp.currency != 'USD'\n THEN jbp.total_amount * fx.fx_to_usd\n ELSE jbp.\"USD_allocated\"\nEND\nFROM project_result.fx fx\nWHERE\n jbp.currency = fx.currency\n AND DATE_TRUNC('month', jbp.end_date) =\n DATE_TRUNC('month', fx.reporting_month);\n\n----remove P charters \nUPDATE q_budget.q3_2026_jbp\nSET \"allocation#1\" = REPLACE(REPLACE(\"allocation#1\", CHR(13), ''), CHR(10), '');\n\n-- First, update q1_jbp to ensure USD_allocated matches total_amount when currency is USD\nUPDATE q_budget.q3_2026_jbp\nSET \"USD_allocated\" = total_amount\nWHERE currency = 'USD';\n\n-- Update allocation to \"Practice\" for specific cases\nUPDATE q_budget.q3_2026_jbp\nSET allocation = 'Practice'\nWHERE allocation IN ('Practice', 'Practice (Pool)', 'Pool', 'Acount');",
"options": {}
},
"type": "n8n-nodes-base.postgres",
"typeVersion": 2.5,
"position": [
1824,
-800
],
"id": "c67e5bcd-5081-59b4-b0f6-1e7e960bb9fc",
"name": "Edit JBP Table",
"executeOnce": true,
"credentials": {
"postgres": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"operation": "executeQuery",
"query": "TRUNCATE q_budget.q3_2026_jbp;\n\n--- Inset into JBP Table \nINSERT INTO q_budget.q3_2026_jbp (\n sd,\n total_amount,\n account,\n allocation,\n \"allocation#1\",\n \"USD_allocated\",\n start_date,\n end_date,\n currency\n)\nSELECT\n sd,\n total_amount,\n account,\n allocation,\n \"allocation#1\",\n \"USD_allocated\",\n start_date,\n end_date,\n currency\nFROM q_budget.q3_2026_jbp_proc;\n",
"options": {}
},
"type": "n8n-nodes-base.postgres",
"typeVersion": 2.6,
"position": [
2192,
-800
],
"id": "339f59c2-e2fa-556e-a371-ef4d25ef8b7c",
"name": "Insert Values into q2_jbp",
"credentials": {
"postgres": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"operation": "executeQuery",
"query": "UPDATE q_budget.q3_2026_final\nSET \n budget_spent = aggregated_jbp.total_allocated,\n budget_left = COALESCE(q_budget.q3_2026_final.budget,0) - aggregated_jbp.total_allocated\nFROM (\n SELECT \n jbp.account,\n jbp.allocation,\n jbp.\"allocation#1\",\n SUM(\n CASE \n WHEN jbp.currency = 'USD' \n THEN jbp.total_amount \n ELSE jbp.\"USD_allocated\" \n END\n ) AS total_allocated\n FROM q_budget.q3_2026_jbp AS jbp\n GROUP BY jbp.account, jbp.allocation, jbp.\"allocation#1\"\n) AS aggregated_jbp\nWHERE \n aggregated_jbp.account = q_budget.q3_2026_final.type_of_income_expense\n AND aggregated_jbp.allocation = q_budget.q3_2026_final.allocation_rule\n AND aggregated_jbp.\"allocation#1\" = q_budget.q3_2026_final.allocation_keys;\n\nINSERT INTO q_budget.q3_2026_final \n(type_of_income_expense, allocation_rule, allocation_keys, budget, budget_left, budget_spent)\n\nSELECT \n aggregated_jbp.account,\n aggregated_jbp.allocation,\n aggregated_jbp.\"allocation#1\",\n 0 AS budget,\n 0 - COALESCE(aggregated_jbp.total_allocated,0) AS budget_left,\n COALESCE(aggregated_jbp.total_allocated,0) AS budget_spent\n\nFROM (\n SELECT \n jbp.account,\n jbp.allocation,\n jbp.\"allocation#1\",\n SUM(\n CASE \n WHEN jbp.currency = 'USD' \n THEN jbp.total_amount \n ELSE jbp.\"USD_allocated\" \n END\n ) AS total_allocated\n FROM q_budget.q3_2026_jbp AS jbp\n GROUP BY jbp.account, jbp.allocation, jbp.\"allocation#1\"\n) AS aggregated_jbp\n\nWHERE NOT EXISTS (\n SELECT 1 \n FROM q_budget.q3_2026_final f\n WHERE aggregated_jbp.account = f.type_of_income_expense \n AND aggregated_jbp.allocation = f.allocation_rule \n AND aggregated_jbp.\"allocation#1\" = f.allocation_keys\n);",
"options": {}
},
"type": "n8n-nodes-base.postgres",
"typeVersion": 2.5,
"position": [
2432,
-800
],
"id": "36c86631-35e7-5261-bbcb-0c93b48428af",
"name": "Calculate Left budget",
"alwaysOutputData": true,
"executeOnce": true,
"credentials": {
"postgres": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"operation": "getAll",
"options": {}
},
"type": "n8n-nodes-base.jira",
"typeVersion": 1,
"position": [
-2240,
-1248
],
"id": "5dea508a-c7a9-573c-bfae-a945a75ba21a",
"name": "Jira Software6",
"credentials": {
"jiraSoftwareCloudApi": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": false,
"leftValue": "",
"typeValidation": "strict",
"version": 2
},
"conditions": [
{
"id": "REDACTED36af02d-9d46-4REDACTEDa5-b6ec-65e575b6c17e",
"leftValue": "={{ $json.fields.labels }}",
"rightValue": "Salary",
"operator": {
"type": "array",
"operation": "notContains",
"rightType": "any"
}
}
],
"combinator": "or"
},
"options": {
"ignoreCase": true
}
},
"type": "n8n-nodes-base.if",
"typeVersion": 2.2,
"position": [
-2336,
-720
],
"id": "7aaa9e4f-455d-51d9-a2a2-02df39666a6a",
"name": "IF Sallary1"
},
{
"parameters": {
"resource": "issueComment",
"issueKey": "={{ $('Jira Trigger').first().json.issue.key }}",
"comment": "=Left budget for 2026 Q3 after this JIRA request: {{ $json.budget_left_formatted }} USD \nLeft budget before this JIRA request: {{ $json.total_budget_amount }} USD \nInitial budget was not planned!",
"options": {}
},
"type": "n8n-nodes-base.jira",
"typeVersion": 1,
"position": [
3792,
-960
],
"id": "56b65bd2-d727-522a-a56e-af2c7555e729",
"name": "Add a comment",
"executeOnce": true,
"credentials": {
"jiraSoftwareCloudApi": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"resource": "issueComment",
"issueKey": "={{ $('Jira Trigger').first().json.issue.key }}",
"jsonParameters": true,
"commentJson": "={\n \"version\": 1,\n \"type\": \"doc\",\n \"content\": [\n {\n \"type\": \"paragraph\",\n \"content\": [\n {\n \"type\": \"text\",\n \"text\": \"Left budget for 2026 Q3 after this JIRA request: \"\n },\n {\n \"type\": \"text\",\n \"text\": \"{{ $json.budget_left_formatted }} USD \",\n \"marks\": [\n {\n \"type\": \"strong\"\n }\n ]\n },\n {\n \"type\": \"hardBreak\"\n },\n {\n \"type\": \"text\",\n \"text\": \"Left budget before this JIRA request: {{ $json.total_budget_amount }} USD \"\n },\n {\n \"type\": \"hardBreak\"\n },\n {\n \"type\": \"text\",\n \"text\": \"Initial budget: {{ $json.budget_formatted }} USD\"\n }\n ]\n }\n ]\n}",
"options": {}
},
"type": "n8n-nodes-base.jira",
"typeVersion": 1,
"position": [
3792,
-720
],
"id": "4b1e8176-ab18-5ecd-b8ab-bcebe2bea22d",
"name": "Add a comment1",
"executeOnce": true,
"credentials": {
"jiraSoftwareCloudApi": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"operation": "get",
"issueKey": "={{$('Jira Trigger').item.json.issue.key}}",
"additionalFields": {}
},
"type": "n8n-nodes-base.jira",
"typeVersion": 1,
"position": [
-2560,
-720
],
"id": "ac963cbb-8013-5897-8788-8b79cd69aee3",
"name": "Get an issue",
"credentials": {
"jiraSoftwareCloudApi": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 2
},
"conditions": [
{
"id": "ffe7d76REDACTED-acdb-4dae-9165-125cef3d0196",
"leftValue": "={{ $json.allo }}",
"rightValue": "Intercompany",
"operator": {
"type": "string",
"operation": "notEquals"
}
}
],
"combinator": "and"
},
"options": {}
},
"type": "n8n-nodes-base.if",
"typeVersion": 2.2,
"position": [
32,
-768
],
"id": "3918b6cd-64a1-5c0a-8aa0-8c3ba84215c9",
"name": "If Intercompany"
},
{
"parameters": {
"operation": "deleteTable",
"schema": {
"__rl": true,
"value": "q_budget",
"mode": "list",
"cachedResultName": "q_budget"
},
"table": {
"__rl": true,
"value": "opercost_jbp",
"mode": "list",
"cachedResultName": "opercost_jbp"
},
"options": {}
},
"type": "n8n-nodes-base.postgres",
"typeVersion": 2.5,
"position": [
3152,
-560
],
"id": "5922a402-cca4-58ee-8aa8-ed4909795af0",
"name": "Truncate1",
"executeOnce": true,
"credentials": {
"postgres": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"operation": "deleteTable",
"schema": {
"__rl": true,
"value": "q_budget",
"mode": "list",
"cachedResultName": "q_budget"
},
"table": {
"__rl": true,
"value": "opercost_jbp",
"mode": "list",
"cachedResultName": "opercost_jbp"
},
"options": {}
},
"type": "n8n-nodes-base.postgres",
"typeVersion": 2.5,
"position": [
3168,
-272
],
"id": "237a9850-fa63-5f8b-b881-31f1a4f8ec50",
"name": "Truncate2",
"executeOnce": true,
"credentials": {
"postgres": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"jsCode": "/**\n * Code node expecting TWO inputs:\n * - Input 1: main items (loop path)\n * - Input 2: items from \"Read data from attached forms\"\n * Keeps all original fields from Input 1 and adds derived fields.\n */\n\n// ---- helpers ----\nconst formCache = new WeakMap();\n\n/**\n * Build and cache a Map { choiceId -> label } for (form, questionIndex)\n */\nfunction getChoiceLabel(form, qIndex) {\n if (!form) return \"\";\n\n let perForm = formCache.get(form);\n if (!perForm) {\n perForm = {};\n formCache.set(form, perForm);\n }\n\n if (!perForm[qIndex]) {\n const choices = form?.design?.questions?.[qIndex]?.choices || [];\n perForm[qIndex] = new Map(choices.map(c => [c.id, c.label]));\n }\n\n const answerId = form?.state?.answers?.[qIndex]?.choices?.[0];\n if (!answerId) return \"\";\n return perForm[qIndex].get(answerId) || \"\";\n}\n\n// ---- inputs ----\nconst mainItems = $input.all(0); // from main branch\nconst formItems = $input.all(1); // from \"Read data from attached forms\"\nconst len = mainItems.length;\n\n// Defensive: ensure same length; if not, pair as many as possible\nconst outLen = Math.min(len, formItems.length || len);\n\n// ---- build output ----\nconst out = [];\nfor (let i = 0; i < outLen; i++) {\n const main = mainItems[i]?.json || {};\n const selfForm = main; // for \"account\" field (comes from self)\n const attachedForm = formItems[i]?.json || {}; // other fields come from attached form\n\n const result = {\n ...main, // keep ALL original fields\n account: getChoiceLabel(selfForm, 4REDACTED),\n\n ptype: getChoiceLabel(attachedForm, 51),\n curr: getChoiceLabel(attachedForm, 29),\n payer: getChoiceLabel(attachedForm, 14),\n allo: getChoiceLabel(attachedForm, 23),\n alempl: getChoiceLabel(attachedForm, 25),\n all_ent1: getChoiceLabel(attachedForm, 31),\n all_pro: getChoiceLabel(attachedForm, 32),\n prac_pool: getChoiceLabel(attachedForm, 71),\n all_pra: getChoiceLabel(attachedForm, 33),\n paid_s: getChoiceLabel(attachedForm, 52),\n operover: getChoiceLabel(attachedForm, 46),\n budget: getChoiceLabel(attachedForm, 47),\n };\n\n out.push({ json: result });\n}\n\n// If Input 2 had fewer items, pass through remaining main items unchanged\nfor (let i = outLen; i < len; i++) {\n out.push({ json: { ...mainItems[i].json } });\n}\n\nreturn out;\n"
},
"id": "aa42d72a-d757-5cdc-badb-f575617e194b",
"name": "Code",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
-464,
-752
]
},
{
"parameters": {
"url": "=https://api.atlassian.com/jira/forms/cloud/your-instance-id/issue/{{ $('Get an issue').item.json.key }}/form/{{ $json.id }} ",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "jiraSoftwareCloudApi",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
},
{
"name": "X-ExperimentalApi",
"value": "opt-in"
}
]
},
"options": {
"batching": {
"batch": {
"batchSize": 300,
"batchInterval": 30000
}
}
}
},
"id": "02234d03-6995-5fad-9752-be71bd35ce83",
"name": "Read data from attached forms",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.1,
"position": [
-864,
-736
],
"executeOnce": false,
"retryOnFail": true,
"maxTries": 5,
"waitBetweenTries": 5000,
"credentials": {
"jiraSoftwareCloudApi": {
"name": "<your credential>"
}
},
"onError": "continueRegularOutput"
},
{
"parameters": {
"url": "=https://api.atlassian.com/jira/forms/cloud/your-instance-id/issue/{{ $('Get an issue').item.json.key }}/form ",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "jiraSoftwareCloudApi",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
},
{
"name": "X-ExperimentalApi",
"value": "opt-in"
}
]
},
"options": {
"batching": {
"batch": {
"batchSize": 300,
"batchInterval": 30000
}
}
}
},
"id": "dc2b2ba8-7e15-52dc-ae6e-ba648d58f79c",
"name": "List attached form",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.1,
"position": [
-1168,
-736
],
"executeOnce": false,
"retryOnFail": true,
"waitBetweenTries": 5000,
"credentials": {
"jiraSoftwareCloudApi": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"command": "python3 bp_import.py",
"cwd": "/home/user/export-script"
},
"type": "n8n-nodes-base.ssh",
"typeVersion": 1,
"position": [
896,
-800
],
"id": "87bf93f9-dce3-528a-a72b-3ceedfb379a2",
"name": "Execute a command",
"credentials": {
"sshPassword": {
"name": "<your credential>"
}
},
"onError": "continueErrorOutput"
},
{
"parameters": {
"operation": "executeQuery",
"query": "INSERT INTO q_budget.q3_2026_jbp (\n account,\n allocation,\n \"allocation#1\",\n currency,\n end_date,\n sd,\n start_date,\n total_amount,\n \"USD_allocated\"\n)\nSELECT\n bp.\"Management account\",\n bp.\"Allocation\",\n\n COALESCE(\n NULLIF(bp.\"Allocation Employee\", ''),\n NULLIF(bp.\"Allocation Entity\", ''),\n NULLIF(bp.\"Allocation Project\", ''),\n NULLIF(bp.\"Allocation Practice\", ''),\n NULLIF(bp.\"Allocation Account\", ''),\n NULLIF(bp.\"Allocation Presale\", ''),\n 'NA'\n ),\n\n bp.\"Currency\",\n\n NULLIF(bp.\"End date of service\", '')::date,\n bp.\"Issue Key\",\n NULLIF(bp.\"Start date of service\", '')::date,\n NULLIF(bp.\"Total amount\", '')::numeric,\n 0\n\nFROM mrp.bill_payment bp\nWHERE\n NULLIF(bp.\"Start date of service\", '') IS NOT NULL\n AND NULLIF(bp.\"End date of service\", '') IS NOT NULL\n AND NULLIF(bp.\"Start date of service\", '')::date <= DATE '2026-09-30'\n AND NULLIF(bp.\"End date of service\", '')::date >= DATE '2026-01-01'\n AND bp.\"Management account\" <> 'Salaries expenses'\n AND bp.\"Opercost/overhead\" = 'Overhead'\n AND bp.\"Allocation\" <> 'Intercompany';\n",
"options": {}
},
"type": "n8n-nodes-base.postgres",
"typeVersion": 2.6,
"position": [
1440,
-800
],
"id": "fbb27989-eb90-5b4a-9f7a-04ed9f26778c",
"name": "Insert JBP's",
"executeOnce": true,
"credentials": {
"postgres": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": false,
"leftValue": "",
"typeValidation": "strict",
"version": 2
},
"conditions": [
{
"id": "f3231494-4b6d-4f27-REDACTEDb93-96REDACTED1991aed1d",
"leftValue": "={{ $('Jira Trigger').item.json.comment.body }}",
"rightValue": "Left Budget",
"operator": {
"type": "string",
"operation": "equals",
"name": "filter.operator.equals"
}
}
],
"combinator": "and"
},
"options": {
"ignoreCase": true
}
},
"id": "d75e1460-85ee-543e-84cd-83f65c782642",
"name": "Check Comment",
"type": "n8n-nodes-base.if",
"typeVersion": 2.2,
"position": [
-2816,
-720
]
},
{
"parameters": {
"command": "python3 bp_import.py",
"cwd": "/home/user/export-script"
},
"type": "n8n-nodes-base.ssh",
"typeVersion": 1,
"position": [
1344,
-400
],
"id": "2849141b-dbdf-5373-befd-21c7f88a2604",
"name": "Execute a command1",
"credentials": {
"sshPassword": {
"name": "<your credential>"
}
},
"onError": "continueErrorOutput"
},
{
"parameters": {
"operation": "executeQuery",
"query": "INSERT INTO q_budget.opercost_jbp (\n sd,\n entity,\n beneficiary,\n total_amount,\n amount_in_usd,\n start_date,\n end_date,\n currency\n)\nSELECT\n bp.\"Issue Key\" AS sd,\n bp.\"Allocation Entity\" AS entity,\n bp.\"Beneficiary\" AS beneficiary,\n NULLIF(bp.\"Total amount\", '')::numeric AS total_amount,\n 0 AS amount_in_usd,\n NULLIF(bp.\"Start date of service\", '')::date AS start_date,\n NULLIF(bp.\"End date of service\", '')::date AS end_date,\n bp.\"Currency\" AS currency\n\nFROM mrp.bill_payment bp\nWHERE\n NULLIF(bp.\"Start date of service\", '') IS NOT NULL\n AND NULLIF(bp.\"End date of service\", '') IS NOT NULL\n AND bp.\"Management account\" <> 'Salaries expenses'\n AND bp.\"Opercost/overhead\" = 'Opercost'\n AND bp.\"Allocation\" <> 'Intercompany';",
"options": {}
},
"type": "n8n-nodes-base.postgres",
"typeVersion": 2.6,
"position": [
1552,
-416
],
"id": "5bbde34f-74c0-515c-920c-c165c974dc4f",
"name": "Insert JBP's opercost",
"executeOnce": true,
"credentials": {
"postgres": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"operation": "executeQuery",
"query": "INSERT INTO q_budget.q3_2026_jbp (\n account,\n allocation,\n \"allocation#1\",\n currency,\n end_date,\n sd,\n start_date,\n total_amount,\n \"USD_allocated\"\n)\nSELECT\n ap.\"Account\" AS account,\n ap.\"Allocation\" AS allocation,\n COALESCE(NULLIF(ap.\"Allocation#1\", ''), 'NA') AS \"allocation#1\",\n ap.\"Currency\" AS currency,\n ap.\"Fact of payment\"::date AS end_date,\n 'Autopayments' AS sd,\n ap.\"Fact of payment\"::date AS start_date,\n ap.\"Amount\" AS total_amount,\n 0 AS \"USD_allocated\"\nFROM mrp.autopayments ap\nWHERE\n ap.\"Fact of payment\" >= DATE '2026-01-01'\n AND ap.\"Fact of payment\" < DATE '2026-10-01'\n AND ap.\"Opercost/ Overhead\" = 'Overhead';",
"options": {}
},
"type": "n8n-nodes-base.postgres",
"typeVersion": 2.6,
"position": [
1648,
-800
],
"id": "951d2cc8-9b87-57e4-8f83-cb08733dac91",
"name": "Insert Autopayments",
"credentials": {
"postgres": {
"name": "<your credential>"
}
}
},
{
"parameters": {},
"type": "n8n-nodes-base.manualTrigger",
"typeVersion": 1,
"position": [
1232,
-224
],
"id": "01a903cc-4713-5efd-bf84-bb030dd61305",
"name": "When clicking \u2018Execute workflow\u2019"
},
{
"parameters": {
"workflowId": {
"__rl": true,
"value": "oHtREDACTEDPKa4OZkYa6P3",
"mode": "list",
"cachedResultUrl": "/workflow/oHtREDACTEDPKa4OZkYa6P3",
"cachedResultName": "Quarter Budget Btrip DWH"
},
"options": {}
},
"type": "n8n-nodes-base.executeWorkflow",
"typeVersion": 1.1,
"position": [
1232,
-800
],
"id": "fb41d5df-feba-5e32-afed-c982ed488117",
"name": "Insert Btrips",
"executeOnce": true,
"alwaysOutputData": true
},
{
"parameters": {
"content": "change dates\n"
},
"type": "n8n-nodes-base.stickyNote",
"position": [
-3200,
-592
],
"typeVersion": 1,
"id": "f14382f2-a2c4-5f26-9b3d-98109e0f2716",
"name": "Sticky Note"
},
{
"parameters": {
"content": "change dates\n"
},
"type": "n8n-nodes-base.stickyNote",
"position": [
1376,
-640
],
"typeVersion": 1,
"id": "9bcb9e0e-bbf0-5654-a343-de7163b9e74f",
"name": "Sticky Note1"
},
{
"parameters": {
"content": "change dates once a year\n"
},
"type": "n8n-nodes-base.stickyNote",
"position": [
416,
-624
],
"typeVersion": 1,
"id": "4f6e55f6-5f24-57f8-ab3c-8f3444d9ab71",
"name": "Sticky Note2"
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": false,
"leftValue": "",
"typeValidation": "strict",
"version": 2
},
"conditions": [
{
"id": "d03REDACTED7f5b-f3d7-4292-b9ae-c3b3e9f12fd5",
"leftValue": "={{ $json.fields.labels }}",
"rightValue": "API",
"operator": {
"type": "array",
"operation": "notContains",
"rightType": "any"
}
}
],
"combinator": "or"
},
"options": {
"ignoreCase": true
}
},
"type": "n8n-nodes-base.if",
"typeVersion": 2.2,
"position": [
-2032,
-736
],
"id": "c8be8e7c-bbe3-5106-87e6-543856ac204e",
"name": "IF API"
}
],
"connections": {
"Jira Trigger": {
"main": [
[
{
"node": "Check Comment",
"type": "main",
"index": 0
}
]
]
},
"If Overhead": {
"main": [
[
{
"node": "Execute a command",
"type": "main",
"index": 0
}
],
[
{
"node": "If Opercost",
"type": "main",
"index": 0
}
]
]
},
"Truncate": {
"main": [
[
{
"node": "List attached form",
"type": "main",
"index": 0
}
]
]
},
"Select calculated Budget": {
"main": [
[
{
"node": "If2",
"type": "main",
"index": 0
}
]
]
},
"If2": {
"main": [
[
{
"node": "Add a comment",
"type": "main",
"index": 0
}
],
[
{
"node": "Add a comment1",
"type": "main",
"index": 0
}
]
]
},
"Move amount to usd": {
"main": [
[
{
"node": "Calculate left budget",
"type": "main",
"index": 0
}
]
]
},
"Calculate left budget": {
"main": [
[
{
"node": "check For existance",
"type": "main",
"index": 0
}
]
]
},
"Select calculated Budget1": {
"main": [
[
{
"node": "If3",
"type": "main",
"index": 0
}
]
]
},
"If3": {
"main": [
[
{
"node": "Jira Software4",
"type": "main",
"index": 0
}
],
[
{
"node": "Jira Software3",
"type": "main",
"index": 0
}
]
]
},
"If Opercost": {
"main": [
[
{
"node": "Code1",
"type": "main",
"index": 0
}
]
]
},
"check For existance": {
"main": [
[
{
"node": "Select calculated Budget1",
"type": "main",
"index": 0
}
]
]
},
"If4": {
"main": [
[
{
"node": "Execute a command1",
"type": "main",
"index": 0
}
]
]
},
"Code1": {
"main": [
[
{
"node": "If4",
"type": "main",
"index": 0
}
]
]
},
"Create JBP proc table": {
"main": [
[
{
"node": "Insert Values into q2_jbp",
"type": "main",
"index": 0
}
]
]
},
"Edit JBP Table": {
"main": [
[
{
"node": "Create JBP proc table",
"type": "main",
"index": 0
}
]
]
},
"Insert Values into q2_jbp": {
"main": [
[
{
"node": "Calculate Left budget",
"type": "main",
"index": 0
}
]
]
},
"Calculate Left budget": {
"main": [
[
{
"node": "Select calculated Budget",
"type": "main",
"index": 0
}
]
]
},
"Jira Software6": {
"main": [
[]
]
},
"IF Sallary1": {
"main": [
[
{
"node": "IF API",
"type": "main",
"index": 0
}
]
]
},
"Get an issue": {
"main": [
[
{
"node": "IF Sallary1",
"type": "main",
"index": 0
}
]
]
},
"If Intercompany": {
"main": [
[
{
"node": "If Overhead",
"type": "main",
"index": 0
}
]
]
},
"Jira Software4": {
"main": [
[
{
"node": "Truncate1",
"type": "main",
"index": 0
}
]
]
},
"Jira Software3": {
"main": [
[
{
"node": "Truncate2",
"type": "main",
"index": 0
}
]
]
},
"Code": {
"main": [
[
{
"node": "If Intercompany",
"type": "main",
"index": 0
}
]
]
},
"Read data from attached forms": {
"main": [
[
{
"node": "Code",
"type": "main",
"index": 0
}
]
]
},
"List attached form": {
"main": [
[
{
"node": "Read data from attached forms",
"type": "main",
"index": 0
}
]
]
},
"Execute a command": {
"main": [
[
{
"node": "Insert Btrips",
"type": "main",
"index": 0
}
]
]
},
"Insert JBP's": {
"main": [
[
{
"node": "Insert Autopayments",
"type": "main",
"index": 0
}
]
]
},
"Check Comment": {
"main": [
[
{
"node": "Get an issue",
"type": "main",
"index": 0
}
]
]
},
"Execute a command1": {
"main": [
[
{
"node": "Insert JBP's opercost",
"type": "main",
"index": 0
}
]
]
},
"Insert JBP's opercost": {
"main": [
[
{
"node": "Move amount to usd",
"type": "main",
"index": 0
}
]
]
},
"Insert Autopayments": {
"main": [
[
{
"node": "Edit JBP Table",
"type": "main",
"index": 0
}
]
]
},
"When clicking \u2018Execute workflow\u2019": {
"main": [
[
{
"node": "Execute a command1",
"type": "main",
"index": 0
}
]
]
},
"Insert Btrips": {
"main": [
[
{
"node": "Insert JBP's",
"type": "main",
"index": 0
}
]
]
},
"IF API": {
"main": [
[
{
"node": "Truncate",
"type": "main",
"index": 0
}
]
]
}
},
"active": true,
"settings": {
"executionOrder": "v1",
"binaryMode": "separate",
"callerPolicy": "workflowsFromSameOwner",
"errorWorkflow": "RI9tREDACTEDHHHnVM6oSsREDACTED"
},
"versionId": "REDACTED",
"meta": {
"templateCredsSetupCompleted": true
},
"nodeGroups": [],
"id": "REDACTED",
"tags": [
{
"updatedAt": "2025-01-10T15:24:04.30REDACTEDZ",
"createdAt": "2025-01-10T15:24:04.30REDACTEDZ",
"id": "hd2B7HP5UiymstmO",
"name": "QBudget"
}
]
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
jiraSoftwareCloudApipostgressshPassword
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About this workflow
Quarter Budget BP Calculation. Uses jiraTrigger, postgres, jira, httpRequest. Event-driven trigger; 42 nodes.
Source: https://github.com/SamvelMkhitaryan/n8n-automation-portfolio/blob/main/07-quarterly-budget-calculation/workflow.json — original creator credit. Request a take-down →
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