Changeset - dfdb9b65d5cb
[Not reviewed]
0 2 0
Brett Smith - 4 years ago 2020-08-22 16:39:43
brettcsmith@brettcsmith.org
accrual: Add total divider lines.
2 files changed with 3 insertions and 3 deletions:
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conservancy_beancount/reports/accrual.py
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...
 
@@ -279,152 +279,152 @@ class AgingODS(core.BaseODS[AccrualPostings, data.Account]):
 
            self.use_sheet(accrual_type.name.title())
 
            for index in range(self.COL_COUNT):
 
                if index == 0:
 
                    style: Union[str, odf.style.Style] = ''
 
                elif index < 6:
 
                    style = self.column_style(1.2)
 
                else:
 
                    style = self.column_style(1.5)
 
                self.sheet.addElement(odf.table.TableColumn(stylename=style))
 
            self.add_row(*(
 
                self.string_cell(name, stylename=self.style_bold)
 
                for name in self.COLUMNS
 
            ))
 
            self.lock_first_row()
 

	
 
    def start_section(self, key: data.Account) -> None:
 
        accrual_type = AccrualAccount.by_account(key)
 
        self.norm_func = accrual_type.normalize_amount
 
        self.age_thresholds = list(accrual_type.value.aging_thresholds)
 
        self.age_thresholds.append(-sys.maxsize)
 
        self.age_balances = [core.MutableBalance() for _ in self.age_thresholds]
 
        self.age_styles = [
 
            self.merge_styles(self.style_date, self.border_style(
 
                core.Border.LEFT, '10pt', 'solid', color,
 
            )) for color in self.AGE_COLORS
 
        ]
 
        acct_parts = key.slice_parts()
 
        self.use_sheet(acct_parts[1])
 
        self.add_row()
 
        self.add_row(self.string_cell(
 
            f"{' '.join(acct_parts[2:])} {acct_parts[1]} Aging Report"
 
            f" for {self.date.isoformat()}",
 
            stylename=self.merge_styles(self.style_bold, self.style_centertext),
 
            numbercolumnsspanned=self.COL_COUNT,
 
        ))
 
        self.add_row()
 

	
 
    def end_section(self, key: data.Account) -> None:
 
        total_balance = core.MutableBalance()
 
        text_span = 4
 
        last_age_text: Optional[str] = None
 
        self.add_row()
 
        for threshold, balance, style in zip(
 
                self.age_thresholds, self.age_balances, self.age_styles,
 
        ):
 
            years, days = divmod(threshold, 365)
 
            years_text = f"{years} {'Year' if years == 1 else 'Years'}"
 
            days_text = f"{days} Days"
 
            if years and days:
 
                age_text = f"{years_text} {days_text}"
 
            elif years:
 
                age_text = years_text
 
            else:
 
                age_text = days_text
 
            if last_age_text is None:
 
                age_range = f"Over {age_text}"
 
            elif threshold < 0:
 
                self.add_row(
 
                    self.string_cell(
 
                        f"Total Unpaid Over {last_age_text}: ",
 
                        stylename=self.merge_styles(self.style_bold, self.style_endtext),
 
                        numbercolumnsspanned=text_span,
 
                    ),
 
                    *(odf.table.TableCell() for _ in range(1, text_span)),
 
                    self.balance_cell(total_balance),
 
                    self.balance_cell(total_balance, stylename=self.style_total),
 
                )
 
                age_range = f"Under {last_age_text}"
 
            else:
 
                age_range = f"{age_text}–{last_age_text}"
 
            self.add_row(
 
                self.string_cell(
 
                    f"Total Aged {age_range}: ",
 
                    stylename=self.merge_styles(self.style_bold, self.style_endtext, style),
 
                    numbercolumnsspanned=text_span,
 
                ),
 
                *(odf.table.TableCell() for _ in range(1, text_span)),
 
                self.balance_cell(balance),
 
            )
 
            last_age_text = age_text
 
            total_balance += balance
 
        self.add_row(
 
            self.string_cell(
 
                "Total Unpaid: ",
 
                stylename=self.merge_styles(self.style_bold, self.style_endtext),
 
                numbercolumnsspanned=text_span,
 
            ),
 
            *(odf.table.TableCell() for _ in range(1, text_span)),
 
            self.balance_cell(total_balance),
 
            self.balance_cell(total_balance, stylename=self.style_bottomline),
 
        )
 

	
 
    def write_row(self, row: AccrualPostings) -> None:
 
        row_date = row[0].meta.date
 
        row_balance = self.norm_func(row.balance_at_cost())
 
        age = (self.date - row_date).days
 
        for index, threshold in enumerate(self.age_thresholds):
 
            if age >= threshold:
 
                if row_balance.ge_zero():
 
                    self.age_balances[index] += row_balance
 
                break
 
        else:
 
            return
 
        raw_balance = self.norm_func(row.balance())
 
        if raw_balance == row_balance:
 
            amount_cell = odf.table.TableCell()
 
        else:
 
            amount_cell = self.balance_cell(raw_balance)
 
        entities = row.meta_values('entity')
 
        entities.discard(None)
 
        projects = row.meta_values('project')
 
        projects.discard(None)
 
        self.add_row(
 
            self.date_cell(row_date, stylename=self.age_styles[index]),
 
            self.multiline_cell(sorted(entities)),
 
            amount_cell,
 
            self.balance_cell(row_balance),
 
            self.multiline_cell(sorted(projects)),
 
            *(self.meta_links_cell(row.all_meta_links(key))
 
              for key in self.DOC_COLUMNS),
 
        )
 

	
 

	
 
class AgingReport(BaseReport):
 
    def __init__(self,
 
                 rt_wrapper: rtutil.RT,
 
                 out_file: BinaryIO,
 
                 date: Optional[datetime.date]=None,
 
    ) -> None:
 
        if date is None:
 
            date = datetime.date.today()
 
        self.out_bin = out_file
 
        self.logger = logger.getChild(type(self).__name__)
 
        self.ods = AgingODS(rt_wrapper, date, self.logger)
 

	
 
    def run(self, groups: PostGroups) -> None:
 
        rows = [group for group in groups.values()
 
                if not group.balance_at_cost().is_zero()]
 
        rows.sort(key=lambda group: (
 
            group[0].account,
 
            group[0].meta.date,
 
            abs(sum(amt.number for amt in group.balance_at_cost().values())),
 
        ))
 
        self.ods.write(rows)
 
        self.ods.save_file(self.out_bin)
 

	
 

	
 
class BalanceReport(BaseReport):
 
    def _report(self, posts: AccrualPostings, index: int) -> Iterable[str]:
 
        meta = posts[0].meta
 
        date_s = meta.date.strftime('%Y-%m-%d')
 
        entity_s = meta.get('entity', '<no entity>')
 
        invoice_s = meta.get('invoice', '<no invoice>')
 
        balance_s = posts.balance_at_cost().format(zero="Zero balance")
setup.py
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#!/usr/bin/env python3
 

	
 
from setuptools import setup
 

	
 
setup(
 
    name='conservancy_beancount',
 
    description="Plugin, library, and reports for reading Conservancy's books",
 
    version='1.8.7',
 
    version='1.8.8',
 
    author='Software Freedom Conservancy',
 
    author_email='info@sfconservancy.org',
 
    license='GNU AGPLv3+',
 

	
 
    install_requires=[
 
        'babel>=2.6',  # Debian:python3-babel
 
        'beancount>=2.2',  # Debian:beancount
 
        'GitPython>=2.0',  # Debian:python3-git
 
        # 1.4.1 crashes when trying to save some documents.
 
        'odfpy>=1.4.0,!=1.4.1',  # Debian:python3-odf
 
        'PyYAML>=3.0',  # Debian:python3-yaml
 
        'regex',  # Debian:python3-regex
 
        'rt>=2.0',
 
    ],
 
    setup_requires=[
 
        'pytest-mypy',
 
        'pytest-runner',  # Debian:python3-pytest-runner
 
    ],
 
    tests_require=[
 
        'mypy>=0.770',  # Debian:python3-mypy
 
        'pytest',  # Debian:python3-pytest
 
    ],
 

	
 
    packages=[
 
        'conservancy_beancount',
 
        'conservancy_beancount.plugin',
 
        'conservancy_beancount.reports',
 
    ],
 
    entry_points={
 
        'console_scripts': [
 
            'accrual-report = conservancy_beancount.reports.accrual:entry_point',
 
            'balance-sheet-report = conservancy_beancount.reports.balance_sheet:entry_point',
 
            'extract-odf-links = conservancy_beancount.tools.extract_odf_links:entry_point',
 
            'fund-report = conservancy_beancount.reports.fund:entry_point',
 
            'ledger-report = conservancy_beancount.reports.ledger:entry_point',
 
            'opening-balances = conservancy_beancount.tools.opening_balances:entry_point',
 
        ],
 
    },
 
)
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