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

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Latest Changes

Brett Smith	fb9aa9eae11a	3 years ago	tests: Add tests for BaseODS.bgcolor_style().
Brett Smith	fdd9f2847b78	3 years ago	plugin: Skip enum value checks with a flag+FIXME. plugin: Skip enum value checks with a flag+FIXME. We've long supported skipping documentation checks by flagging the transaction. We haven't done the same for enumerated metadata because we need it less often, and bad values tend to do more damage to reports. However, occasionally when something very off-process happens, we do need it as a matter of expediency. So support it. In order to skip validation of these fields, the plugin requires that the value start with the string "FIXME". This helps ensure that reports have a consistent way to detect and warn about unfilled values in flagged transactions.
Brett Smith	c230f91ab7a7	3 years ago	meta_payroll_type: Add values for Exp:Pay:Benefits:Other.
Brett Smith	eba4ed45b0ab	3 years ago	reconcile: Start module with PayPal reconciliation report.
Brett Smith	91cbbc91596a	3 years ago	reports.core: Add BaseODS.bgcolor_style() method.
Brett Smith	087b3274e7d2	3 years ago	ledger: Dedicated reporting tab for Expenses:Payroll. ledger: Dedicated reporting tab for Expenses:Payroll. To better accommodate the new payroll-type metadata.
Brett Smith	ea79200131e4	3 years ago	ledger: Report accounts that are not open but have postings.
Brett Smith	5c6d9d6f69e3	3 years ago	tax_implication: Bugfix "Corp" abbreviation in values.
Brett Smith	31cee4e0ba15	3 years ago	meta_tax_implication: New values for grant recipients.
Brett Smith	728db9983ec1	3 years ago	fill: Use program logger over module logger to report problems.

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.