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

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Latest Changes

Brett Smith	680bb6e30528	4 years ago	meta_tax_implication: Update values for TY2020 1099-MISC changes. meta_tax_implication: Update values for TY2020 1099-MISC changes. Support the new 1099-NEC form.
Brett Smith	123508ef8882	4 years ago	expense_type: Revamp expense-allocation metadata. expense_type: Revamp expense-allocation metadata. * Change the name for symmetry with income-type. * Standardize on "management" value because that's what it's called in the 990.
Brett Smith	a27d68beab7b	4 years ago	cliutil: Add diff_year function.
Brett Smith	461536453835	4 years ago	cliutil: Add ReturnFlag. cliutil: Add ReturnFlag. Take this opportunity to re-standardize flag values now that it's clear what's most common.
Brett Smith	46fe18809c6f	4 years ago	ledger: Add transaction-level reports. ledger: Add transaction-level reports. Mainly for the cash disbursements and receipts reports, which have dedicated shortcuts.
Brett Smith	6960425571c2	4 years ago	ledger: Prepare LedgerODS for subclasses. ledger: Prepare LedgerODS for subclasses. This commit reorganized the class internals to make it more straightforward to add a transaction-oriented reporting subclass.
Brett Smith	56114cc66ef7	4 years ago	accrual: Support limited punctuation in payment-method.
Brett Smith	a008c84e450d	4 years ago	accrual: Add E-Check payment method.
Brett Smith	6c7603fa6c73	4 years ago	ledger: Add options to control account totals display.
Brett Smith	708d48699ae3	4 years ago	accrual: Restore "since last nonzero" behavior to outgoing report. accrual: Restore "since last nonzero" behavior to outgoing report. Basically this behavior is an extension of the fact that the outgoing report is grouped by RT ticket rather than "accrual data." Ripping this functionality out of other reports was correct, but it needed to stay for the outgoing report.

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.