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

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Latest Changes

Brett Smith	fe52fe50a188	4 years ago	balance_sheet: Fix unwanted hierarchy traversal in Trial Balances. balance_sheet: Fix unwanted hierarchy traversal in Trial Balances. The balances reported on the trial balances sheet included an account's subaccounts. e.g., the balance for Expenses:A would include the balance for Expenses:A:B. We don't want that traversal for this report, so inhibit it and report only exact account balances.
Brett Smith	639a41b7828b	4 years ago	sort_entries: New tool.
Brett Smith	7baa78fe3473	4 years ago	ledger: Add Equity back to default project report sheets. ledger: Add Equity back to default project report sheets. While many projects often won't have anything here, this is necessary to show project funds released from restrictions.
Brett Smith	f8758e28473d	4 years ago	audit_report: More docstring.
Brett Smith	0054465ce55c	4 years ago	audit_report: Use common rewrite rules argument for consistency.
Brett Smith	d9360f1ceafe	4 years ago	audit_report: Use concurrent.futures for parallelization. audit_report: Use concurrent.futures for parallelization. This is basically a pure maintainability change: concurrent.futures is the nicest API that's available in both Python 3.6 and 3.7, and our other tools are using it.
Brett Smith	ad96fdfa90de	4 years ago	audit_report: Remove manifest generation. audit_report: Remove manifest generation. We're basically always going to have a "packet build step," and it makes more sense to have the manifest generated there, since it's the thing that consumes the manifest, rather than here.
Brett Smith	f55fccd48dcc	4 years ago	plugin: Add TransactionDate hook. RT#10566 plugin: Add TransactionDate hook. RT#10566 This prevents mistakes where a transaction is entered in the wrong file for its date (which in turns causes errors in reports).
Brett Smith	8bc17dbf4a9a	4 years ago	meta_entity: Set metadata when entity comes from payee. RT#12525 meta_entity: Set metadata when entity comes from payee. RT#12525 This makes it easier to write bean-queries, since you don't have to check two places for the "real" entity.
Brett Smith	e60078933d3c	4 years ago	rewrite: Add docstring with user documentation.

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.