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

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Brett Smith	13c66e8ce296	3 years ago	pdfforms: Initial module and tool to extract PDF form data to YAML. pdfforms: Initial module and tool to extract PDF form data to YAML. Next steps: * A tool to fill the PDF form based on values written to that YAML. * An extension to fill some of those values with numbers queried from the books (which is why we need something more involved than FDF).
Brett Smith	1b7fdf4f3b00	3 years ago	Clarify and organize license info including additional permission. 1
Brett Smith	71f50a6cf864	3 years ago	data: Bugfix is_opening_balance_txn() for donations from equity. RT#13516 data: Bugfix is_opening_balance_txn() for donations from equity. RT#13516 Opening balance transactions should only include opening equity accounts and non-equity accounts. Reflect that in the test.
Brett Smith	7abc01b1ac35	3 years ago	fund: Bugfix crash when text report has an empty balance. fund: Bugfix crash when text report has an empty balance. This mostly happens when a date range includes the opening or closing of a fund account, because then the reported beginning/ending balance is empty.
Brett Smith	e06b400998a9	3 years ago	meta_payroll_type: Prefer :Tax: over :Taxes: in metadata values. meta_payroll_type: Prefer :Tax: over :Taxes: in metadata values. This is something we're doing generally, e.g., in our chart of accounts. Do it here too for consistency. Accept the :Taxes: versions as synonyms.
Brett Smith	7c18bc221f5f	3 years ago	meta_payroll_type: Refactor for more code reuse.
bkuhn	9d41f79c5228	3 years ago	meta_payroll_type: Basic validation support for payroll-type
Brett Smith	51eee8ec8fd8	4 years ago	meta_entity: Don't set transaction metadata when payee is None. RT#12913
Brett Smith	770b22f2f0e7	4 years ago	reports: Initial budget variance skeleton. RT#12680 reports: Initial budget variance skeleton. RT#12680 This is a *very* rough initial draft of a report. As the docstring mentions, it's basically counting on the user to provide rewrite rules to provide the desired representation. Long-term I'm hoping maybe we can standardize the program metadata enough, or plan its replacement well enough, that this report can be written against that directly. But that will take more planning about books structure, and support from the plugin, before the report can be written that way.
Brett Smith	2b23eba549ad	4 years ago	data: PostingMeta.detached() can be chain-called.

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.