NPO-Accounting/import2ledger
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31 commits

Author SHA1 Message Date
Brett Smith
fcd14f3c44 github: Update to match fiscal host reporting. 
In general the fiscal host reporting isn't as nice as the project reporting,
so I hope someday we can revert this change, but until then that's what
we're using.
 2020-10-05 13:41:27 -04:00
Brett Smith
4bdea41c3f patreon: New importer for new patron report CSV format. 2020-08-30 18:21:59 -04:00
Brett Smith
e5b600dae6 github: New importer. 2020-07-07 10:41:02 -04:00
Brett Smith
01a86107d7 benevity: Add support for latest Benevity format. 2019-12-30 15:45:14 -05:00
Brett Smith
3e21157f20 ledger_entry: Support string tests in amount expressions. 
This is useful for setting amounts based on imported strings like country,
Eventbrite ticket type, etc.
 2019-07-29 12:37:42 -04:00
Brett Smith
a0f8d41d8e importers: New importer eventbrite. 2019-07-04 19:10:11 -04:00
Brett Smith
8755d6af67 ledger_entry: Support conditional expressions in amounts. 2019-07-04 10:15:09 -04:00
Brett Smith
44762555d5 yourcause: New importer. 2019-02-25 12:39:19 -05:00
Brett Smith
a607ff8d11 README: Fix typo. 2019-02-25 12:39:08 -05:00
Brett Smith
25b45abaeb benevity: Support new 2019 report format. 2019-02-15 15:26:37 -05:00
Brett Smith
8d5e63ba3d README: Fix table markup in O'Reilly variables. 2018-09-11 10:19:59 -04:00
Brett Smith
0eb014aeeb patreon: New importer for payouts. 2018-07-10 11:36:07 -04:00
Brett Smith
309ea4ac6a oreilly: New importer. 2018-07-03 10:24:21 -04:00
Brett Smith
6f139bbe90 README: Clean up vestigal "template foo bar" example key. 2018-02-22 14:57:36 -05:00
Brett Smith
50376b2b78 README: Fix typo in Benevity Ledger entry key. 2018-02-22 14:36:55 -05:00
Brett Smith
eff9bdf856 README: Document `stripe payout ledger entry`. 2018-01-26 15:29:44 -05:00
Brett Smith
f3e8f774c7 stripe: Extract more columns from payment data. 2018-01-25 12:11:58 -05:00
Brett Smith
37563ffae0 brightfunds: New importer. 
This commit adds infrastructure to treat XLS files like CSV files, and
import them using the base classes that already exist for that.
 2018-01-21 17:04:37 -05:00
Brett Smith
db59d2fc8c hooks.ledger_entry: Look up templates dynamically. 
If there's a 'ledger entry' key in the entry data, use that value as the
name of the template to load.  Thanks to this, nbpy2017 could collapse
multiple importers into one.

Otherwise, build a default template name based on the importer source, and
try to use that.

All the configuration names now end with "ledger entry" instead of starting
with "template".  This makes it clearer what they're for, in case we
support other kinds of output templates in the future.

I ended up changing the names of some of the importers so the default
template name was nice, rather than specifying template names for all of
them, to reduce the amount of name discrepancies across the codebase.
 2017-12-31 18:52:30 -05:00
Brett Smith
fb947e6bb5 README: Document Benevity disbursement importer from 1b1e2d0. 
With this, we've finished paying down our recent technical debt.
 2017-12-30 16:55:12 -05:00
Brett Smith
e55e3151ba README: Document Amazon Affiliate Earnings importer from 25c6454. 2017-12-30 16:54:27 -05:00
Brett Smith
06f5ae9f4c README: Document additional source variables from 07d2241. 2017-12-30 10:17:22 -05:00
Brett Smith
cc8c03ab62 main: Provide template variables about the file being imported. 2017-12-19 09:13:44 -05:00
Brett Smith
474a0390e3 template: Support custom payee lines. 2017-12-18 12:23:18 -05:00
Brett Smith
e5a0089eb9 importers: Add an importer for Stripe payments. 2017-11-09 16:18:03 -05:00
Brett Smith
3b821cbbee template: Template amounts are now written with fuller expressions. 
This makes it possible to support transactions that divide funds in
ways other than a simple percentage split.  For example, there
might be tax withheld, or a flat fee expense on each transaction.
 2017-11-09 16:17:58 -05:00
Brett Smith
cebd1481ec patreon: Import VAT withholdings. 2017-10-26 12:56:29 -04:00
Brett Smith
cf4a0e37c1 README: Document how to run import2ledger. 2017-10-25 13:39:22 -04:00
Brett Smith
1aeffa31c5 README: Document template variables. 2017-10-25 13:39:10 -04:00
Brett Smith
176aac35ed README: Suggest an install line that can upgrade nicely too. 2017-10-25 13:38:54 -04:00
Brett Smith
356f36b039 README: Document configuration. 
This isn't a complete README, but a start.
 2017-10-23 15:25:16 -04:00