NPO-Accounting/conservancy_beancount Changeset - eaaf8fe98c1f

Changeset - eaaf8fe98c1f

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0 2 0

Brett Smith - 4 years ago 2020-08-17 19:28:08
brettcsmith@brettcsmith.org

balance_sheet: Add functional expenses report.

2 files changed with 69 insertions and 3 deletions:

conservancy_beancount/reports/balance_sheet.py

setup.py

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conservancy_beancount/reports/balance_sheet.py

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@@ ... / @@ -218,6 +218,7 @@ class Report(core.BaseODS[Sequence[None], None]): @@
     def write_all(self) -> None:
         self.write_financial_position()
         self.write_activities()
         self.write_functional_expenses()
     def walk_classifications(self, cseq: Iterable[data.Account]) \
         -> Iterator[Tuple[str, Optional[data.Account]]]:
@@ ... / @@ -225,9 +226,9 @@ class Report(core.BaseODS[Sequence[None], None]): @@
         for classification in cseq:
             parts = classification.split(':')
             tail = parts.pop()
-            tabs = '\t' * len(parts)
+            tabs = ' ' * 4 * len(parts)
             if parts != last_prefix:
-                yield f'{tabs[1:]}{parts[-1]}', None
+                yield f'{tabs[4:]}{parts[-1]}', None
                 last_prefix = parts
             yield f'{tabs}{tail}', classification
@@ ... / @@ -509,6 +510,71 @@ class Report(core.BaseODS[Sequence[None], None]): @@
               for beg_bal, tot_bal in zip(beginnings, totals)),
+        )
     def write_functional_expenses(self) -> None:
         self.use_sheet("Functional Expenses")
         bal_kwargs: Sequence[Dict[str, Any]] = [
             {'period': Period.PERIOD, 'post_type': 'program'},
             {'period': Period.PERIOD, 'post_type': 'management'},
             {'period': Period.PERIOD, 'post_type': 'fundraising'},
             {'period': Period.PERIOD},
             {'period': Period.PRIOR},
+        ]
         col_count = len(bal_kwargs) + 1
         for index in range(col_count):
             col_style = self.column_style(1.5 if index else 3)
             self.sheet.addElement(odf.table.TableColumn(stylename=col_style))
         self.add_row(
             self.multiline_cell([
                 "DRAFT Statement of Functional Expenses",
                 self.period_name,
             ], numbercolumnsspanned=col_count, stylename=self.style_header)
+        )
         self.add_row()
         self.add_row(
             odf.table.TableCell(),
             self.multiline_cell(["Program", "Services"],
                                 stylename=self.style_huline),
             self.multiline_cell(["Management and", "Administrative"],
                                 stylename=self.style_huline),
             self.multiline_cell(["Fundraising"],
                                 stylename=self.style_huline),
             self.multiline_cell(["Total Year Ended", self.period_name],
                                 stylename=self.style_huline),
             self.multiline_cell(["Total Year Ended", self.opening_name],
                                 stylename=self.style_huline),
+        )
         self.add_row()
         totals = [core.MutableBalance() for _ in bal_kwargs]
         for text, classification in self.walk_classifications_by_account('Expenses'):
             text_cell = self.string_cell(text)
             if classification is None:
                 if not text[0].isspace():
                     self.add_row()
                 self.add_row(text_cell)
             else:
                 balances = [
                     self.balances.total(classification=classification, **kwargs)
                     for kwargs in bal_kwargs
+                ]
                 self.add_row(
                     text_cell,
                     *(self.balance_cell(bal) for bal in balances),
+                )
                 break_bal = sum(balances[:3], core.MutableBalance())
                 if not (break_bal - balances[3]).clean_copy(1).is_zero():
                     logger.warning(
                         "Functional expenses breakdown does not match total on row %s",
                         len(self.sheet.childNodes) - col_count,
+                    )
                 for total, bal in zip(totals, balances):
                     total += bal
         self.add_row()
         self.add_row(
             self.string_cell("Total Expenses"),
             *(self.balance_cell(tot_bal, stylename=self.style_bottomline)
               for tot_bal in totals),
+        )
 def parse_arguments(arglist: Optional[Sequence[str]]=None) -> argparse.Namespace:

setup.py

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@@ ... / @@ -5,7 +5,7 @@ from setuptools import setup @@
 setup(
     name='conservancy_beancount',
     description="Plugin, library, and reports for reading Conservancy's books",
-    version='1.7.3',
+    version='1.7.4',
     author='Software Freedom Conservancy',
     author_email='info@sfconservancy.org',
     license='GNU AGPLv3+',

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