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

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Latest Changes

Brett Smith	69f3e4ee6eeb	3 years ago	query: Add a hint for the TypeError `unhashable type: 'set'`.
Brett Smith	39a9d0d67ea5	3 years ago	query: rt_ticket() supports looking up custom fields.
Brett Smith	5ac2e4a87279	3 years ago	query: set() updates from most Iterables, not just Sequences. query: set() updates from most Iterables, not just Sequences. This lets it work correctly on set columns.
Brett Smith	2e8e70cff35b	3 years ago	query: Add database columns.
Brett Smith	f0a5116429a4	3 years ago	query: Add ContextMeta function. query: Add ContextMeta function. Deduplicate metadata lookup code.
Brett Smith	ef03893bfed3	3 years ago	query: Convert query functions that return List to Set. query: Convert query functions that return List to Set. Beancount's built-in renderers expect this and are better equipped for it.
Brett Smith	25321a81b0f1	3 years ago	query: Add rt_ticket() query function.
Brett Smith	7335282e5a64	3 years ago	rtutil: Add RTDateTime class. rtutil: Add RTDateTime class. See comments for rationale.
Brett Smith	9e33b2795ca5	3 years ago	config: Add RTCredentials.idstr() method. config: Add RTCredentials.idstr() method. Want to reuse this code for a query-report cache key.
Brett Smith	1c71d7c6e145	3 years ago	tests: Add tests for BaseODS.add_annotation().

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.