[FEAT] Create script that takes monthly financial statements and uploads to docs

[tesla809]

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Prerequisites

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  • Reviewed the contributing guidelines and support files
  • Reviewed the README file for the repository you are working in
  • Searched for relevant instructions on our Discord server
  • Searched the issues of the repository you are working in to make sure one was not already filed

Summary

One paragraph explanation of the feature.
We now have financial statements. In the spirit to be transparent and have a high standard of reporting. To be transparent with the entire development team, we will publish a PDF of our financials in the .github repo under /financials.

To simplify things, we should automate this processs.

Motivation

Why are we doing this?
Transparency. We want to show our accounts in a single place. And we want to make the process of uploading things to github easy.

What use cases does it support?
Being open with our costs and funds coming in. We also want to automate this process to make life simple and reduce the steps needed for good compliance.

What is the expected outcome?
We will have a python script that takes our monthly financials when we close the books and uploads them to github.

Possible Alternatives

We can do it manually, but having an automated way makes Joy's (CPA) life easy. That way she can focus on the high-level specialist aspect of accounting, finance, and making sure the project's numbers are good.

Additional Context

N/A

[whoabuddy]

I love the idea of keeping this simple. The biggest question I have at this stage - is the Google Doc the preferred method for creating the financial report, or is that just a format we use to share across the team?

If it is the preferred format, we can likely set up a script that retrieves the data and creates a PDF automatically. If not, we can probably skip the step of using a Google Doc entirely.

[whoabuddy]

Update 2019/05/04 from Joy in Discord:

for now I have an excel template for the numbers and a word template for all the notes. I just download the data from ZipBooks and then copy and paste it to the word template. It’s simple enough for me as we don’t have too many transactions or line items. It would be great if we could link Open Collective directly to ZipBooks. I think that’s the most manual process for me now. But I doubt if either platform would allow us to do so?

OpenCollective and Zipbooks both have APIs, but the latter comes with a warning it could change at any time.

OpenCollective can also send out a monthly report, but the links in the docs need to be updated (see issue here). That might be the easiest/fastest way to start, although we may need more detail from Joy on what the current "manual process" is between the two.