Commit graph

26 commits

Author SHA1 Message Date
Brett Smith
948d3a2d14 accrual: Add columns to the aging report. RT#11439.
This adds almost all the metadata that's relevant to accruals.
I considered adding statement, but that cuased rows to get spaced out a lot,
and statement's kind of a low-value column, so I decided against it.

Ultimately I would like to make this configurable but that's for the
future.
2020-06-09 15:59:09 -04:00
Brett Smith
ba8aaaa988 accrual: Aging report uses group since last nonzero. RT#11600.
This makes it consistent with our other reports. The fact that it wasn't
already was basically an oversight.
2020-06-09 14:52:55 -04:00
Brett Smith
8dc6894ce7 accrual: Outgoing report uses first rt-id as primary ticket number.
This makes it consistent with the reporting and our general rule
that the first link is primary.
2020-06-08 16:38:42 -04:00
Brett Smith
e22e63dcca accrual: Make accruals consistent by entity on the accrual side.
It is more common than I realized that we split an invoice by
entity on the accrual side, so this supports that better.

It still disregards inconsistency between accrual entity and payment entity
for reporting purposes, to help keep reporting clean around automatic
imports.

The changes to BaseReport._report shook out because at this point, the group
key is effectively arbitrary and shouldn't be used for any reporting
purposes.
2020-06-05 10:54:35 -04:00
Brett Smith
8cf829cc51 setup: Version bump for most recent bugfix. 2020-06-05 09:11:31 -04:00
Brett Smith
38cea37715 accrual: Load all books since args.since.
This lets the tool find and report accruals in the future.
2020-06-04 09:03:37 -04:00
Brett Smith
f8f57428aa accrual: Introduce aging report. RT#10694. 2020-06-03 22:20:37 -04:00
Brett Smith
70057fe383 reports: Start BaseODS class. 2020-06-03 21:24:47 -04:00
Brett Smith
aef00ce83f accrual: Check the consistency of accruals' cost. 2020-05-30 10:35:29 -04:00
Brett Smith
e07a47ec8f accrual: Use cliutil for better logging and error reporting. 2020-05-29 22:05:26 -04:00
Brett Smith
f66460f343 accrual: Outgoing report includes total at cost. 2020-05-28 09:05:18 -04:00
Brett Smith
2c44cc8f50 reports: Add Balance.format() method. 2020-05-28 09:03:19 -04:00
Brett Smith
8f014df515 setup: Document Debian packages for dependencies when available. 2020-05-25 11:16:57 -04:00
Brett Smith
1286cc2200 setup: Version bump for validation changes. 2020-05-21 23:00:06 -04:00
Brett Smith
47235f694c accrual: Outgoing report doesn't put RT web links in < >.
The RT web interface doesn't handle angle brackets well, making the
`>` part of the link.
2020-05-18 17:05:01 -04:00
Brett Smith
b142e8fc31 accrual: Bugfix last commit. 2020-05-18 15:31:00 -04:00
Brett Smith
f64143db44 accrual: Outgoing report handles requestors without RealName. 2020-05-18 14:44:34 -04:00
Brett Smith
a8a1a53c7c accrual: Nicer whitespace in outgoing report. 2020-05-18 09:25:04 -04:00
Brett Smith
dcbac5db98 setup: Install subpackages. 2020-05-18 09:21:08 -04:00
Brett Smith
912c6f3de1 setup: 1.0 release. 2020-05-18 08:39:11 -04:00
Brett Smith
ad81c45f2a reports.accrual: Begin reporting.
This module basically reimplements the old payment-report+income-report,
in a single tool (after setting aside some of the checks that have moved
to the plugin). The aging report can be implemented here too when we need
that.
2020-05-04 16:36:59 -04:00
Brett Smith
18a513a694 setup: Add overlooked PyYAML dependency.
Needed by meta_repo_links.
2020-04-06 14:32:41 -04:00
Brett Smith
499f18ff62 meta_entity: Adjust what entities are allowed based on today's books.
See the comments throughout for more discussion about what cases are
or aren't allowed, and why.
2020-04-01 13:38:37 -04:00
Brett Smith
f09f029fc4 config: Add Config.rt_client method. 2020-03-24 09:08:08 -04:00
Brett Smith
1caeb9a1a6 setup: Introduce typecheck alias. 2020-03-18 08:20:45 -04:00
Brett Smith
c5dd7984bc Initial commit: license, setup.py, gitignore, skeleton structure. 2020-03-05 09:33:23 -05:00