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

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Latest Changes

bsturmfels	21852845c0f4	2 years ago	reconcile: Remove debugging lines.
bsturmfels	31146b884361	2 years ago	reconcile: Add initial FR support to statement reconciler.
bsturmfels	3792d46bcc32	2 years ago	reconcile: Prototype writing statement metadata back to books.
bsturmfels	dd35ed25c255	2 years ago	doc: Document installation into a virtualenv.
bsturmfels	9c69d656a382	2 years ago	Add typing dependencies for requests, dateutil, setuptools and yaml. Add typing dependencies for requests, dateutil, setuptools and yaml. Without these, mypy complains that "Library stubs are not installed".
bsturmfels	088713060ad0	2 years ago	reconcile: Add dependency "thefuzz" for fuzzy match of payee text.
bsturmfels	ed0bc469ce5a	2 years ago	reconcile: Add type checking information to new prototype reconcilers.
bsturmfels	43548a1ac994	2 years ago	config: Fix mypy error for git.exc. config: Fix mypy error for git.exc. Error was: conservancy_beancount/config.py:142: error: Trying to read deleted variable "exc" Not entirely sure what's causing this, but since GitPython also imports the exceptions at the root of the package with "from git.exc import *", we can import them from there instead, which seems to appease mypy.
bsturmfels	7783f7ad10b5	2 years ago	reports: Fix mypy errors. reports: Fix mypy errors. Errors were: conservancy_beancount/reports/core.py:923: error: Generator has incompatible item type "Optional[str]"; expected "str" conservancy_beancount/reports/core.py:929: error: Item "None" of "Optional[str]" has no attribute "lower" conservancy_beancount/reports/ledger.py:534: error: Item "None" of "Optional[str]" has no attribute "partition" conservancy_beancount/reports/ledger.py:729: error: Item "None" of "Optional[str]" has no attribute "lower" conservancy_beancount/reports/rewrite.py:563: error: Argument 2 to "_iter_yaml" of "RewriteRuleset" has incompatible type "Union[Any, str, None]"; expected "str"
bsturmfels	0342c5b83e70	2 years ago	tests: Replace skipUnless with skipif. tests: Replace skipUnless with skipif. The function skipUnless is available in `unittest`, but not `pytest`.

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.