NPO-Accounting/conservancy_beancount Changeset - ee40b5b5c29e

Changeset - ee40b5b5c29e

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0 2 0

Brett Smith - 4 years ago 2020-08-18 14:13:30
brettcsmith@brettcsmith.org

balance_sheet: Add chart of accounts.

2 files changed with 52 insertions and 2 deletions:

conservancy_beancount/reports/balance_sheet.py

setup.py

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conservancy_beancount/reports/balance_sheet.py

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@@ ... / @@ -189,6 +189,15 @@ class Balances: @@
             return prefix, -max_bal
         return sorted(class_bals, key=sortkey)
     def iter_accounts(self, root: str) -> Iterable[data.Account]:
         start_date = self.period_range.start
         stop_date = self.period_range.stop
         for account in data.Account.iter_accounts(root):
             meta = account.meta
             if (meta.open_date < stop_date
                 and (meta.close_date is None or meta.close_date > start_date)):
                 yield account
 class Report(core.BaseODS[Sequence[None], None]):
     C_CASH = 'Cash'
@@ ... / @@ -233,6 +242,7 @@ class Report(core.BaseODS[Sequence[None], None]): @@
         self.write_activities()
         self.write_functional_expenses()
         self.write_cash_flows()
         self.write_chart_of_accounts()
     def walk_classifications(self, cseq: Iterable[data.Account]) \
         -> Iterator[Tuple[str, Optional[data.Account]]]:
@@ ... / @@ -261,6 +271,7 @@ class Report(core.BaseODS[Sequence[None], None]): @@
                     totals_prefix: Sequence[str]=(),
                     first_width: Union[float, str]=3,
                     width: Union[float, str]=1.5,
                     title_fmt: str="DRAFT Statement of {sheet_name}",
     ) -> None:
         header_cells: Sequence[odf.table.TableCell] = [
             odf.table.TableCell(),
@@ ... / @@ -277,7 +288,7 @@ class Report(core.BaseODS[Sequence[None], None]): @@
         start_date = self.balances.period_range.start.strftime(self.date_fmt)
         self.add_row(
             self.multiline_cell([
-                f"DRAFT Statement of {sheet_name}",
+                title_fmt.format(sheet_name=sheet_name),
                 f"{start_date}—{self.period_name}",
             ], numbercolumnsspanned=self.col_count, stylename=self.style_header)
+        )
@@ ... / @@ -554,6 +565,45 @@ class Report(core.BaseODS[Sequence[None], None]): @@
             stylename=self.style_bottomline,
+        )
     def write_chart_of_accounts(self) -> None:
         self.start_sheet(
             "Chart of Accounts",
             ["Account Name"], ["Classification"],
             totals_prefix=["Change During", "Year Ending"],
             title_fmt="{sheet_name}",
+        )
         # Widen text columns
         col_style = self.column_style(3.5)
         for col in self.sheet.childNodes[:2]:
             col.setAttribute('stylename', col_style)
         # Patch up header row text
         header_row = self.sheet.lastChild
         header_row.removeChild(header_row.firstChild)
         header_row.addElement(self.multiline_cell(
             ["Balance Ending", self.period_name],
             stylename=header_row.lastChild.getAttribute('stylename'),
         ))
         for acct_root in ['Assets', 'Liabilities', 'Income', 'Expenses', 'Equity']:
             norm_func = core.normalize_amount_func(f'{acct_root}:Dummy')
             want_balance = acct_root not in EQUITY_ACCOUNTS
             self.add_row()
             for account in self.balances.iter_accounts(acct_root):
                 period_bal = self.balances.total(account=account, period=Period.PERIOD)
                 prior_bal = self.balances.total(account=account, period=Period.PRIOR)
                 if want_balance:
                     total_bal = self.balances.total(account=account)
                     total_cell = self.balance_cell(norm_func(total_bal))
                 else:
                     total_cell = odf.table.TableCell()
                 self.add_row(
                     self.string_cell(account),
                     self.string_cell(account.meta.get('classification', '')),
                     self.balance_cell(norm_func(period_bal)),
                     self.balance_cell(norm_func(prior_bal)),
                     total_cell,
+                )
 def parse_arguments(arglist: Optional[Sequence[str]]=None) -> argparse.Namespace:
     parser = argparse.ArgumentParser(prog=PROGNAME)

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='1.8.0',
+    version='1.8.1',
     author='Software Freedom Conservancy',
     author_email='info@sfconservancy.org',
     license='GNU AGPLv3+',

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