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

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Latest Changes

Brett Smith	f7883ac31463	4 years ago	reports: Separate methods for Balances to get posting classification. reports: Separate methods for Balances to get posting classification. For easier subclass customization.
Brett Smith	69f597a47c53	4 years ago	rewrite: Support ``metakey in value`` conditions. rewrite: Support ``metakey in value`` conditions. For now, works exactly like ``.account in value``.
Brett Smith	ea69d589577c	4 years ago	tests: Test updates for accrual report changes in the last commit. tests: Test updates for accrual report changes in the last commit. Where assertions are removed from individual tests, I believe that functionality is covered by other tests (although probably not to the extent of checking multiple splits).
Brett Smith	8ec3a12d5af7	4 years ago	accrual: Key on entity for Liabilities:Payable:Vacation. accrual: Key on entity for Liabilities:Payable:Vacation. The invoice metadata is less operative in this account.
Brett Smith	db3ba4fd4d85	4 years ago	accrual: Add Prepaid Expenses to aging report.
Brett Smith	56bfbe21c4af	4 years ago	audit_report: Bugfix handling audit year specified as date.
Brett Smith	1cc4e732f4e2	4 years ago	accrual: Add --end option. accrual: Add --end option. For assemble-audit-reports as shown.
Brett Smith	1fcab6af321b	4 years ago	fund: Add totals rows to the full report. fund: Add totals rows to the full report. This is easy to do with the current infrastructure, and it's nice to have.
Brett Smith	404a88de1db0	4 years ago	fund: Use Balances instead of PeriodPostings. fund: Use Balances instead of PeriodPostings. A few motivations for this: * This makes the fund report more maintainable, because the data structure is better suited to the task at hand, making it easier to follow what's going on. * This helps put Balances through a little more testing with a high-level report. * This makes the fund report a little faster, since totals are usually calculated from a smaller number of Balance objects rather than all Postings over a period.
Brett Smith	5e147dc0b557	4 years ago	core: Balances lets the caller specify posting metadata to load.

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.