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

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Latest Changes

Brett Smith	52e7f3a22165	4 years ago	ledger: Only display accounts requested with --account. ledger: Only display accounts requested with --account. Now that we're accepting classifications, it's possible to specify account options that select some but not all accounts at the same level of the hierarchy. This commit tracks requested account names separately from sheet names to do that correctly.
Brett Smith	aaa26e9e619c	4 years ago	data: Make Account.iter_accounts() argument optional.
Brett Smith	6f1d01a3d494	4 years ago	ledger: Improve sheet size math.
Brett Smith	e5aa63996a1b	4 years ago	ledger: Include balances for accounts without activity.
Brett Smith	4483d769996a	4 years ago	data: Add Account.is_open_on_date() method.
Brett Smith	a0372d4b73b1	4 years ago	data: Add Account.keeps_balance() method.
Brett Smith	88ae03302f4b	4 years ago	ledger: Add memo column to Income sheets. ledger: Add memo column to Income sheets. Quick accommodation for project reporting.
Brett Smith	97d813972b70	4 years ago	books: Loader.load_none() returns default options_map. books: Loader.load_none() returns default options_map. This way it's still safe to assume all the expected keys are there.
Brett Smith	3f0b201d1603	4 years ago	ledger: --account accepts a classification. ledger: --account accepts a classification. This makes it easier for users to specify a group of accounts.
Brett Smith	fd3bd6832673	4 years ago	data: Add Account iteration methods.

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

<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.

<tt class="docutils literal">doc/Development.rst</tt> explains how to work on this code, including an overview of how modules are organized.

Refer to <tt class="docutils literal">LICENSE.txt</tt> for details.