NPO-Accounting/conservancy_beancount Changeset - efe9bd88550d

Changeset - efe9bd88550d

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Brett Smith - 4 years ago 2020-06-16 17:31:46
brettcsmith@brettcsmith.org

ledger: Change default report dates.

The old defaults were optimized for the audit report.
The new defaults provide more helpful ad hoc reports.
The latter will be run more often and more quickly, so it's
worth optimizing the defaults for them.

2 files changed with 21 insertions and 7 deletions:

conservancy_beancount/reports/ledger.py

setup.py

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conservancy_beancount/reports/ledger.py

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@@ ... @@
     parser.add_argument(
         '--begin', '--start', '-b',
         dest='start_date',
         metavar='DATE',
         type=cliutil.date_arg,
         help="""Date to start reporting entries, inclusive, in YYYY-MM-DD format.
-The default is the beginning of the last full fiscal year.
+The default is one year ago.
 """)
     parser.add_argument(
         '--end', '--stop', '-e',
         dest='stop_date',
         metavar='DATE',
         type=cliutil.date_arg,
         help="""Date to stop reporting entries, exclusive, in YYYY-MM-DD format.
 The default is the end of the begin date's fiscal year.
 The default is a year after the start date, or 30 days from today if the start
 date was also not specified.
 """)
     parser.add_argument(
         '--account', '-a',
         dest='sheet_names',
         metavar='ACCOUNT',
         action='append',
@@ ... @@
         if any(term.meta_key == 'project' for term in args.search_terms):
             args.sheet_names = ['Income', 'Expenses', 'Assets:Receivable', 'Liabilities:Payable']
         else:
             args.sheet_names = list(LedgerODS.ACCOUNT_COLUMNS)
     return args
 def diff_year(date: datetime.date, diff: int) -> datetime.date:
     new_year = date.year + diff
     try:
         return date.replace(year=new_year)
     except ValueError:
         # The original date is Feb 29, which doesn't exist in the new year.
         if diff < 0:
             return datetime.date(new_year, 2, 28)
         else:
             return datetime.date(new_year, 3, 1)
 def main(arglist: Optional[Sequence[str]]=None,
          stdout: TextIO=sys.stdout,
          stderr: TextIO=sys.stderr,
          config: Optional[configmod.Config]=None,
 ) -> int:
     args = parse_arguments(arglist)
     cliutil.set_loglevel(logger, args.loglevel)
     if config is None:
         config = configmod.Config()
         config.load_file()
-    fy = config.fiscal_year_begin()
+    today = datetime.date.today()
     if args.start_date is None:
         args.start_date = fy.first_date(fy.for_date() - 1)
     if args.stop_date is None:
         args.stop_date = fy.next_fy_date(args.start_date)
         args.start_date = diff_year(today, -1)
         if args.stop_date is None:
             args.stop_date = today + datetime.timedelta(days=30)
     elif args.stop_date is None:
         args.stop_date = diff_year(args.start_date, 1)
     returncode = 0
     books_loader = config.books_loader()
     if books_loader is None:
         entries, load_errors, _ = books.Loader.load_none(config.config_file_path())
     else:

setup.py

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@@ ... / @@ -2,13 +2,13 @@ @@
 from setuptools import setup
 setup(
     name='conservancy_beancount',
     description="Plugin, library, and reports for reading Conservancy's books",
-    version='1.2.0',
+    version='1.2.1',
     author='Software Freedom Conservancy',
     author_email='info@sfconservancy.org',
     license='GNU AGPLv3+',
     install_requires=[
         'babel>=2.6',  # Debian:python3-babel

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