NPO-Accounting/conservancy_beancount Changeset - b5a22a963f77

Changeset - b5a22a963f77

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Brett Smith - 3 years ago 2021-02-01 15:11:12
brettcsmith@brettcsmith.org

statement: Accept search terms.

This is the most consistent way to be able to reconcile specific kinds of
payroll taxes.

2 files changed with 19 insertions and 4 deletions:

conservancy_beancount/reconcile/statement.py

setup.py

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conservancy_beancount/reconcile/statement.py

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@@ ... / @@ -343,3 +343,3 @@ The default is one month after the start date. @@
 multiple times. You can specify a part of the account hierarchy, or an account
-classification from metadata. Default 'Cash'.
+classification from metadata. Default adapts to your search criteria.
 """)
@@ ... / @@ -363,2 +363,11 @@ been reconciled. Default varies by account. @@
 The default is `ReconciliationReport_<StartDate>_<StopDate>.ods`.
 """)
     parser.add_argument(
         'search_terms',
         metavar='FILTER',
         type=cliutil.SearchTerm.arg_parser(),
         nargs=argparse.ZERO_OR_MORE,
         help="""Report on postings that match this criteria. The format is
 NAME=TERM. TERM is a link or word that must exist in a posting's NAME
 metadata to match.
 """)
@@ ... @@
     if not args.accounts:
         args.accounts = ['Cash']
         if any(term.meta_key == 'payroll-type' for term in args.search_terms):
             args.accounts = ['Expenses:Payroll']
         else:
             args.accounts = ['Cash']
     return args
@@ ... / @@ -427,2 +439,5 @@ def main(arglist: Optional[Sequence[str]]=None, @@
         logger.warning("could not initialize RT client; spreadsheet links will be broken")
     postings = data.Posting.from_entries(entries)
     for search_term in args.search_terms:
         postings = search_term.filter_postings(postings)
@@ ... / @@ -437,3 +452,3 @@ def main(arglist: Optional[Sequence[str]]=None, @@
+    )
-    report.write(data.Posting.from_entries(entries))
+    report.write(postings)
     if args.output_file is None:

setup.py

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@@ ... / @@ -7,3 +7,3 @@ setup( @@
     description="Plugin, library, and reports for reading Conservancy's books",
-    version='1.17.0',
+    version='1.17.1',
     author='Software Freedom Conservancy',

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