Feature #10844

Publish financial report for 2015

Added by sajolida 2016-01-04 10:57:39 . Updated 2016-10-05 14:08:23 .

Status:
Resolved
Priority:
Normal
Assignee:
Category:
Target version:
Tails_2.7
Start date:
2016-01-04
Due date:
% Done:

80%

Feature Branch:
website/10921-roadmap-in-contribute
Type of work:
Communicate
Blueprint:

Starter:
Affected tool:
Deliverable for:

Description

Files

2015.ods (64841 B) sajolida, 2016-09-27 15:36:30

Subtasks

Related issues

Blocked by Tails - Bug #10845: Close our accounting for 2015 Resolved 2016-01-04
Blocks Tails - Feature #11794: Add summary of financial statement to donation page Resolved 2016-09-13

History

#1 Updated by sajolida 2016-01-04 10:58:08

  • Subject changed from Financial report for 2015 to Publish financial report for 2015

#2 Updated by sajolida 2016-01-04 10:59:12

  • blocked by Bug #10845: Close our accounting for 2015 added

#3 Updated by sajolida 2016-03-07 15:13:22

  • Target version deleted (Tails_2.2)

#4 Updated by intrigeri 2016-04-16 14:56:11

  • Target version set to Tails_2.4

#5 Updated by sajolida 2016-06-04 10:15:32

  • Target version deleted (Tails_2.4)

#6 Updated by sajolida 2016-09-13 10:28:30

  • blocks Feature #11794: Add summary of financial statement to donation page added

#7 Updated by sajolida 2016-09-27 15:20:52

  • Assignee changed from sajolida to intrigeri
  • QA Check set to Ready for QA
  • Feature Branch set to website/10921-roadmap-in-contribute

Ready both the closing of 2015 in the accounting repo and the income statement in the main repo.

#8 Updated by sajolida 2016-09-27 15:36:32

And in attachment a graphical summary with pie charts!

#9 Updated by intrigeri 2016-09-28 02:41:04

  • Target version set to Tails_2.7

#10 Updated by sajolida 2016-09-28 09:15:10

Just so you know. The plan is to reuse some of this data as part of the donation campaign (at least to point people to it, maybe to summarize it on the donation page, etc.). How much we will be able to write for the campaign is still unclear and I can use the raw data anyway without waiting for your review.

So, you don’t have to do this in a super hurry but let’s say in one-two weeks max maybe…

#11 Updated by intrigeri 2016-09-30 01:19:44

  • Tracker changed from Bug to Feature
  • Status changed from Confirmed to In Progress

#12 Updated by intrigeri 2016-09-30 04:58:12

  • Assignee changed from intrigeri to sajolida
  • % Done changed from 0 to 50
  • QA Check changed from Ready for QA to Info Needed

Looks good but two things are blocking me from merging:

  1. I’d like to double-checks the numbers by comparing with data from our ledger, so I’ve tried to follow the process we have in the HOWTO file for computing “Retained profits and losses”, but that document is out dated => please tell me how you got these numbers, so I can check the method and compare results (I’m fine with updating the HOWTO accordingly later myself).
  2. This ticket is marked as blocked by Bug #10845, so I won’t be able to close it => please update either Bug #10845’s status, or the Redmine relationship.

Also, I’ll assume that what I need to review in accounting.git is the current state of the master branch, since I see no topic branch related to this ticket.

#13 Updated by sajolida 2016-10-03 01:02:00

  • Assignee changed from sajolida to intrigeri
  • QA Check changed from Info Needed to Ready for QA

Right, now that we moved to `ledger` there is no `incomestatement` command anymore. I based my work on a balance:

ledger -f 2015.dat balance ^income ^expenses

For example on commit 5380757.

You’ll find the figures there. Now, regarding the formatting I admit that I didn’t follow the howto (but the formatting is the same as last year). I picked up the interesting figures and put them in meaningful entries and checked at the end that everybody was here and the totals were the same.

#14 Updated by intrigeri 2016-10-04 07:43:25

  • Assignee changed from intrigeri to sajolida
  • % Done changed from 50 to 80
  • QA Check changed from Ready for QA to Dev Needed

It seems that we got 557.05€ donations in cash that are not on the report. I guess this explains why the total in EUR for Revenues doesn’t match what ledger tells me. Other than that, it seems allright to me, so feel free to merge yourself after correcting that problem (or explaining why it’s not a bug :)

#15 Updated by sajolida 2016-10-05 14:08:23

  • Status changed from In Progress to Resolved
  • Assignee deleted (sajolida)
  • QA Check deleted (Dev Needed)

I noticed the missing 557.05€ on Monday and pushed 25d5017 to fix that. So we’re ok now and I’ll merge.