Updated the month keys in the `finances.json` file to use a two-digit format. Adjusted the `get_transparency_data` function to accommodate this change by zero-padding single-digit months. This ensures consistency in data representation and prevents potential errors in handling financial data.
Introduced a new debug configuration for production mode in VSCode, facilitating easier debugging in different environments. Additionally, updated the `get_transparency_data` function to handle year and month as strings, ensuring compatibility with subsequent operations. Added a necessary parameter to a function call in `main.py` to align with the updated function signature.
Enhanced `get_transparency_data` to support an `allow_current` flag, preventing the inclusion of data from the current month. This ensures historical data analysis remains consistent when current month data might be incomplete. Updated calls to the function to pass appropriate parameters.
Added a new /_metrics/ endpoint to expose financial data in Prometheus format, facilitating better monitoring and analytics.
Enhanced the get_latest_month function to optionally exclude the current month, preventing potential issues in incomplete data scenarios, with this behavior being toggled by the application's development mode status.
Introduced detailed financial reporting on a per-category basis, including notes for specific expenses and administrative costs in the data model. Enhanced the financial transparency feature by integrating a monthly financial report generator in the backend, enabling dynamic generation and display of detailed financial reports on the website. This commit also includes a new transparency report page, enriching user engagement with detailed insights into financial allocations and expenditures.
- Refactored finance-related data structures to include notes about specific financial activities.
- Extended the financial reporting capabilities to generate and display detailed notes and categorizations of expenses and incomes, improving transparency.
- Updated the UI to display these detailed reports, ensuring that users have access to comprehensive financial information.
This change aligns with our commitment to transparency and accountability by providing clear, detailed financial information to our members and donors.
- Moved `finances.json` and `services.json` to a new `data` directory for better organization.
- Introduced `get_latest_month` function in `helpers/finances.py` to dynamically determine the latest financial reporting period.
- Updated `main.py` to use the new data paths and implement dynamic generation of the transparency report date, improving the clarity of financial reports.
- Modified `membership.html` template to display financial report for the dynamically determined latest month, enhancing transparency for donations.
These changes aim to improve data management, make financial reporting more transparent, and ensure users have access to the most current financial information. Moving JSON files to a dedicated directory helps with organizing resources better. By dynamically determining the latest financial period, the application now avoids hard-coded dates, increasing accuracy and reducing maintenance effort.
Implemented dynamic financial transparency tables to automatically generate and display monthly financial data for memberships, including incomes, expenses, and balances across multiple currencies. This change involved adding a new `finances.py` helper to process financial data and integrate it with the existing Flask application. Additionally, adjusted the CSS for better alignment and readability of currency columns in the transparency tables.
- Introduced a `generate_transparency_table` function to generate HTML tables dynamically based on the latest financial data.
- Expanded the `main.py` Flask route for the membership page to include financial data rendering, ensuring up-to-date information is presented to users.
- Removed static HTML table from the membership template in favor of dynamically generated content, offering real-time insight into finances.
- Adjusted the width and text alignment of currency columns in `base.css` for enhanced table aesthetics and readability.
This update significantly improves the transparency of financial information, making it easier for members to understand the flow of funds within the organization.
