auxi.modelling.financial.reporting module¶
This module provides classes to manage currencies.
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class
auxi.modelling.financial.reporting.
BalanceSheet
(data_source, end=datetime.date(9999, 12, 31), output_path=None)¶ Report a balance sheet of a general ledger.
Parameters: - data_source – The object to report on.
- end – The end date to generate the report for.
- output_path – The path to write the report file to.
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class
auxi.modelling.financial.reporting.
GeneralLedgerStructure
(data_source, output_path=None)¶ Report on a general ledger structure.
Parameters: - data_source – The object to report on.
- output_path – The path to write the report file to.
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class
auxi.modelling.financial.reporting.
IncomeStatement
(data_source, start=datetime.date(1, 1, 1), end=datetime.date(9999, 12, 31), component_path='', output_path=None)¶ Report an income statement of a general ledger.
Parameters: - data_source – The object to report on.
- end – The start date to generate the report for.
- end – The end date to generate the report for.
- component_path – The path of the component to filter the report’s transactions by.
- output_path – The path to write the report file to.
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class
auxi.modelling.financial.reporting.
Report
(data_source, output_path=None)¶ Base class for reports.
Parameters: - data_source – The object to report on.
- output_path – The path to write the report file to.
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class
auxi.modelling.financial.reporting.
ReportType
¶ Represents a report type, e.g. balance sheet or income statement.
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balance_sheet
= (1,)¶
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cash_flow
= 4¶
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income_statement
= (2,)¶
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transaction_list
= (3,)¶
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class
auxi.modelling.financial.reporting.
TransactionList
(data_source, start=datetime.date(1, 1, 1), end=datetime.date(9999, 12, 31), component_path='', output_path=None)¶ Report on a list of transactions.
Parameters: - data_source – The object to report on.
- end – The start date to generate the report for.
- end – The end date to generate the report for.
- component_path – The path of the component to filter the report’s transactions by.
- output_path – The path to write the report file to.
ReportType enum¶
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class
auxi.modelling.financial.reporting.
ReportType
Represents a report type, e.g. balance sheet or income statement.
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balance_sheet
= (1,)
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cash_flow
= 4
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income_statement
= (2,)
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transaction_list
= (3,)
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Report class¶
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class
auxi.modelling.financial.reporting.
Report
(data_source, output_path=None) Base class for reports.
Parameters: - data_source – The object to report on.
- output_path – The path to write the report file to.
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read
(path)¶
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render
(format=<ReportFormat.printout: (1, )>)¶ Render the report in the specified format
Parameters: format – The format. The default format is to print the report to the console. Returns: If the format was set to ‘string’ then a string representation of the report is returned.
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write
(path)¶
GeneralLedgerStructure class¶
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class
auxi.modelling.financial.reporting.
GeneralLedgerStructure
(data_source, output_path=None) Report on a general ledger structure.
Parameters: - data_source – The object to report on.
- output_path – The path to write the report file to.
-
read
(path)¶
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render
(format=<ReportFormat.printout: (1, )>)¶ Render the report in the specified format
Parameters: format – The format. The default format is to print the report to the console. Returns: If the format was set to ‘string’ then a string representation of the report is returned.
-
write
(path)¶
TransactionList class¶
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class
auxi.modelling.financial.reporting.
TransactionList
(data_source, start=datetime.date(1, 1, 1), end=datetime.date(9999, 12, 31), component_path='', output_path=None) Report on a list of transactions.
Parameters: - data_source – The object to report on.
- end – The start date to generate the report for.
- end – The end date to generate the report for.
- component_path – The path of the component to filter the report’s transactions by.
- output_path – The path to write the report file to.
-
read
(path)¶
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render
(format=<ReportFormat.printout: (1, )>)¶ Render the report in the specified format
Parameters: format – The format. The default format is to print the report to the console. Returns: If the format was set to ‘string’ then a string representation of the report is returned.
-
write
(path)¶
BalanceSheet class¶
-
class
auxi.modelling.financial.reporting.
BalanceSheet
(data_source, end=datetime.date(9999, 12, 31), output_path=None) Report a balance sheet of a general ledger.
Parameters: - data_source – The object to report on.
- end – The end date to generate the report for.
- output_path – The path to write the report file to.
-
read
(path)¶
-
render
(format=<ReportFormat.printout: (1, )>)¶ Render the report in the specified format
Parameters: format – The format. The default format is to print the report to the console. Returns: If the format was set to ‘string’ then a string representation of the report is returned.
-
write
(path)¶
IncomeStatement class¶
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class
auxi.modelling.financial.reporting.
IncomeStatement
(data_source, start=datetime.date(1, 1, 1), end=datetime.date(9999, 12, 31), component_path='', output_path=None) Report an income statement of a general ledger.
Parameters: - data_source – The object to report on.
- end – The start date to generate the report for.
- end – The end date to generate the report for.
- component_path – The path of the component to filter the report’s transactions by.
- output_path – The path to write the report file to.
-
read
(path)¶
-
render
(format=<ReportFormat.printout: (1, )>)¶ Render the report in the specified format
Parameters: format – The format. The default format is to print the report to the console. Returns: If the format was set to ‘string’ then a string representation of the report is returned.
-
write
(path)¶