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

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Latest Changes

Brett Smith	ee2bd6c09693	4 years ago	books: All tools use books.Loader.dispatch() and LoadResult. books: All tools use books.Loader.dispatch() and LoadResult. This is significant code deduplication, as seen in the diffstat.
Brett Smith	3721226d17fe	4 years ago	books: Add Loader.dispatch() classmethod.
Brett Smith	f3c3ebcf59e2	4 years ago	books: Add LoadResult NamedTuple. books: Add LoadResult NamedTuple. This refactors out some common functionality from our CLI tools.
Brett Smith	0a34ed6798bb	4 years ago	cliutil: ExceptHook catches RewriteRuleError. cliutil: ExceptHook catches RewriteRuleError. Now that we have richer exceptions, this is the easiest way to refactor out rewrite rule error handling from the various main functions where it currenly lives.
Brett Smith	f508df06c162	4 years ago	rewrite: Richer exceptions for error reporting.
Brett Smith	4de5df9035f6	4 years ago	typing: Upgrade more Posting Iterables to Iterators.
Brett Smith	b142b3e521be	4 years ago	accrual: Use EnumArgument for ReportType.
Brett Smith	bd1a5fc9debd	4 years ago	ledger: Add program metadata column to all reports.
Brett Smith	55b347271c35	4 years ago	ledger: Add fund ledger report type. ledger: Add fund ledger report type. See the FundLedgerODS docstring for details.
Brett Smith	4188dc6a64a8	4 years ago	cliutil: Add EnumArgument. cliutil: Add EnumArgument. This functionality already existed in the code three times, and it's about to get more important for the ledger report, so now was the time to abstract 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

<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.

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

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