Summary

Clone URL:

git Use ID

Description:

Plugin, library, and reports for reading Conservancy's books

Trending files:

Statistics are disabled for this repository

Download:

Downloads are disabled for this repository

Latest Changes

Brett Smith	a5ebc04f5d49	3 years ago	data: Metadata.human_name() treats _ like -.
Brett Smith	b599ddee5de9	3 years ago	query: Skip rewrite rule logic when none are loaded. query: Skip rewrite rule logic when none are loaded. This saves a few seconds of load time for the user on each run and is easy to implement, so it's worth it.
Brett Smith	9c943bc8a90e	3 years ago	query: Override BQLShell.on_Select. query: Override BQLShell.on_Select. This is enough to continue passing the existing tests, while giving us a clear hook to develop ODS output.
Brett Smith	221d42a4791a	3 years ago	query: Add --select to use with WHERE condition arguments.
Brett Smith	1ca7cccf1702	3 years ago	txn_date: Refine the filename regexp.
Brett Smith	9598b29ba791	3 years ago	txn_date: Check more filenames. txn_date: Check more filenames. This follows up on the recent change to books.Loader.
Brett Smith	ca12496880d6	3 years ago	typing: Updates to pass type checking under mypy>=0.800. typing: Updates to pass type checking under mypy>=0.800. Most of these account for the fact that mypy now reports that Hashable is not an allowed return type for sort key functions. That, plus the new ignore for the regression in config.py.
Brett Smith	6752a4020697	3 years ago	books: Let files under books/ include any Beancount files they want. books: Let files under books/ include any Beancount files they want. This provides more flexibility in repository setup while remaining backwards compatible. The changes to test_reports_query are just to accommodate the new transaction in 2020-expenses.beancount.
Brett Smith	96b39a877816	3 years ago	beancount_types: OptionsMap is a dict. beancount_types: OptionsMap is a dict. While mutating it is *probably* not a good idea, I've gotten to a point where I need to do that (to update a value), so just admit the truth here.
Brett Smith	95f7524b000e	3 years ago	cliutil: Add ExtendAction. cliutil: Add ExtendAction. This is a user affordance we've wanted for a while, and query-report *really* wants it.

README.rst

Beancount plugin and tools for Conservancy's books

Introduction

This repository includes code that Software Freedom Conservancy uses to keep its books in Beancount. It includes:

A Beancount plugin to validate that transactions are documented according to business rules, and normalize "enum-like" metadata we have defined
A set of financial business reports from the books
Related tools to help with audit and tax reporting

Installation

<tt class="docutils literal">cd</tt> to this directory with your checkout and then run:

python3 -m pip install --user --upgrade .

For development, a Python virtual environment may be more appropriate. See the development documentation for details.

Development

<tt class="docutils literal">doc/Development.rst</tt> explains how to work on this code, including an overview of how modules are organized.

Legal

Refer to <tt class="docutils literal">LICENSE.txt</tt> for details.