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

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Latest Changes

Brett Smith	87e715df7cec	4 years ago	tests: Make clean_account_meta a teardown fixture.
Brett Smith	df0c3546fd5c	4 years ago	data: Add Account.load_from_books convenience classmethod.
Brett Smith	fff9e37bf83e	4 years ago	data: Add Account.is_account and Account.load_options_map. data: Add Account.is_account and Account.load_options_map. These work in concert to distinguish account names from other colon-separated strings.
Brett Smith	6a7815090ca0	4 years ago	data: Add AccountMeta class.
Brett Smith	a19b3fb6c4de	4 years ago	setup: Incorporate pytest.ini.
Brett Smith	0e8745bf512d	4 years ago	ledger: Include all fund accounts in default project ledger reports. ledger: Include all fund accounts in default project ledger reports. This brings the reporting into sync with the fund report.
Brett Smith	69d079190ce7	4 years ago	tests: Test non-string values for payment-method metadata.
Brett Smith	638bc8ccbb77	4 years ago	accrual: Make comment not an actual type:ignore.
Brett Smith	a8a3f9d12bf9	4 years ago	accrual: Better error handling and reporting around payment-method.
Brett Smith	b25bea0fc656	4 years ago	fund: Swap Unearned Income and Payable columns. fund: Swap Unearned Income and Payable columns. Unearned Income is more interesting.

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.