Commit graph

15 commits

Author SHA1 Message Date
Brett Smith
55b347271c ledger: Add fund ledger report type.
See the FundLedgerODS docstring for details.
2021-02-17 14:20:58 -05:00
Brett Smith
087b3274e7 ledger: Dedicated reporting tab for Expenses:Payroll.
To better accommodate the new payroll-type metadata.
2021-01-19 14:23:51 -05:00
Brett Smith
1b7fdf4f3b Clarify and organize license info including additional permission. 2021-01-08 16:58:04 -05:00
Brett Smith
7baa78fe34 ledger: Add Equity back to default project report sheets.
While many projects often won't have anything here, this is necessary to
show project funds released from restrictions.
2020-09-22 10:20:51 -04:00
Brett Smith
e8a754c387 ledger: Formatting modernizations.
* Equity sheet(s) report project.
* Headers include account classification.
* Bottom lines are formatted in the usual accounting way.
2020-08-22 12:31:44 -04:00
Brett Smith
8597a526d7 cliutil: Use semi-standardized BSD exit codes. 2020-07-30 15:53:31 -04:00
Brett Smith
4615364538 cliutil: Add ReturnFlag.
Take this opportunity to re-standardize flag values now that it's clear
what's most common.
2020-07-27 10:54:04 -04:00
Brett Smith
46fe18809c ledger: Add transaction-level reports.
Mainly for the cash disbursements and receipts reports, which have dedicated
shortcuts.
2020-07-22 11:26:36 -04:00
Brett Smith
6c7603fa6c ledger: Add options to control account totals display. 2020-07-20 22:45:14 -04:00
Brett Smith
52e7f3a221 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.
2020-07-20 13:13:22 -04:00
Brett Smith
3f0b201d16 ledger: --account accepts a classification.
This makes it easier for users to specify a group of accounts.
2020-07-16 15:12:20 -04:00
Brett Smith
0e8745bf51 ledger: Include all fund accounts in default project ledger reports.
This brings the reporting into sync with the fund report.
2020-07-15 10:14:46 -04:00
Brett Smith
0f7a154ff4 reports: Balance cells try to retain currency on zero balance. 2020-06-18 10:07:10 -04:00
Brett Smith
7441f4ef0c ledger: Correct period totals. RT#11661.
The period totals were reporting the balance of all the loaded postings, not
just the ones in the reporting date range.

Like the accrual report, introduce a RelatedPostings subclass that records
and saves all the information we need at group definition time, to help us
get it consistently right rather than redoing the same math over and over.
2020-06-17 18:25:47 -04:00
Brett Smith
9782e7203a ledger: New reporting module. 2020-06-16 10:18:18 -04:00