Summary

Clone URL:

git Use ID

Description:

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

Trending files:

Statistics are disabled for this repository

Download:

Downloads are disabled for this repository

Latest Changes

Brett Smith	3219bf89d246	4 years ago	split_ods_links: New tool. split_ods_links: New tool. See docstring—this is mostly a post-filter to improve Excel compatibility.
Brett Smith	da056917bfa4	4 years ago	meta_repo_links: Check all non-RT links. RT#12517 meta_repo_links: Check all non-RT links. RT#12517 This is less "future-proof," but the thing is, it's premature to try to anticipate what other link formats will be in the future. See discussion in comments.
Brett Smith	c2851f5cc08b	4 years ago	reports: URL-quote file links in spreadsheets. RT#12517 reports: URL-quote file links in spreadsheets. RT#12517 This was already done correctly in RT links because rtutil takes care of the quoting. The fact that we weren't doing it for file links was an oversight.
Brett Smith	de10197af7f5	4 years ago	reports: Improve formatting of non-currency commodities. reports: Improve formatting of non-currency commodities. Introduce the get_commodity_format() function, which returns Babel's usual format string for currencies, but returns a version of it "merged" with the locale's currency unit pattern for other commodities. BaseODS then calls this function where needed to format amounts.
Brett Smith	b4f2b506bee3	4 years ago	reports: ODS currency formatting gets integer precision from Babel.
Brett Smith	21383d2355de	4 years ago	reports: Correct use of NumberPattern.grouping. reports: Correct use of NumberPattern.grouping. The 2-tuple represents min/max grouping, not positive/negative.
Brett Smith	44ac5e61f709	4 years ago	reports: BaseODS gets decimalplaces directly from Babel.
Brett Smith	2c3438ba0f89	4 years ago	balance_sheet: Add account code column to chart of accounts.
Brett Smith	5081c8934cf3	4 years ago	ledger: Put account classification on each row in a hidden column. ledger: Put account classification on each row in a hidden column. This makes it easier to build formulas based on classification. Hiding it keeps the presentation neat for human readers.
Brett Smith	27acf1f0c106	4 years ago	meta_expense_type: Default management for payroll expenses. meta_expense_type: Default management for payroll expenses. It's a little abstract since we usually rewrite these but this is a safer default.

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.