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

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Latest Changes

Brett Smith	95fb8ce4815e	4 years ago	meta_expense_type: Refine defaults. meta_expense_type: Refine defaults. * Default "management" for more accounts. * There's a good handful of accounts where in past audits, the functional split has been "Conservancy expenses are management, project expenses are program." Handle those cases too.
Brett Smith	3519933b8cea	4 years ago	balance_sheet: Normalize handling of release from restrictions.
Brett Smith	bd33c049327d	4 years ago	balance_sheet: Re-simplify the "release from restrictions" math. balance_sheet: Re-simplify the "release from restrictions" math. Basically the original bug was an incorrect sign. The last implementation was very belt-and-suspenders to help me think through it. But it's also more error-prone in the long run.
Brett Smith	5a3ee2458905	4 years ago	balance_sheet: Correct "release from restrictions" calculation. balance_sheet: Correct "release from restrictions" calculation. The old version was causing Income:Donations:Released postings to be "double-released." This version gets the bottom line numbers for Net Assets With/out Donor Restrictions match the corresponding numbers in the fund report.
Brett Smith	a0ff9e6834aa	4 years ago	balance_sheet: Support arbitrary date ranges. balance_sheet: Support arbitrary date ranges. This lets you do year-over-year comparisons of smaller ranges of time, like a quarter.
Brett Smith	9e7df0b0209f	4 years ago	balance_sheet: Fix typo in report.
Brett Smith	5c7cf9cd2a84	4 years ago	balance_sheet: Sort trial balance accounts. balance_sheet: Sort trial balance accounts. They were previously sorted by date, then name, which is slightly less helpful.
Brett Smith	950536e4f19b	4 years ago	balance_sheet: Transform "chart of accounts" into trial balances. balance_sheet: Transform "chart of accounts" into trial balances. It was mostly this already, just needed to add a column and change the title.
Brett Smith	ee40b5b5c29e	4 years ago	balance_sheet: Add chart of accounts.
Brett Smith	6159870681a6	4 years ago	balance_sheet: Refactor out Report.write_totals_row method.

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.