/accounts-assessor

This repository hosts a practical research into leveraging logic programming to solve accounting problems.

Primary LanguageHTMLGNU Affero General Public License v3.0AGPL-3.0

Robust

introduction

Robust represents practical research into leveraging logic programming and RDF to solve accounting problems. The core logic runs in SWI-Prolog, and is aided by several smaller python codebases.

We use it at http://www.nobleaccounting.com.au to automate reporting and auditing tasks.

Several services are available:

  • investment calculator
  • hirepurchase agreement
  • depreciation
  • livestock (standalone)
  • division 7A loan calculator

investment calculator ("ledger")

The most complex endpoint is the investment calculator; it validates and processes financial data of a financial entity for a given period:

  • bank statements
  • general ledger transactions
  • forex and investments
  • Australian SMSF accounting
  • livestock accounting

screenshot

It automates some accounting procedures, like tax calculations, and generates balance sheets, trial balances, investment report and other types of reports.

screenshot

livestock calculator

screenshot screenshot

depreciation calculator

screenshot screenshot

hirepurchase calculator

screenshot (todo: UI)

Given a hire purchase arrangement, it can track the balance of a hire purchase account through time, the total payment and the total interest.

Division 7A Loan calculator

screenshot

screenshot

chatbot services

  • determine tax residency by carrying out a dialog with the user
  • determine small business entity status by carrying out a dialog with the user

in detail

running the server with docker

  1. git clone --recurse-submodules https://github.com/lodgeit-labs/accounts-assessor/
  2. docker_scripts/up.sh

usage

with Excel and LSU plugin

https://github.com/koo5/accounts-assessor-public-wiki/blob/master/excel_usage/README.md

with OneDrive explorer

navigate to https://robust1.ueueeu.eu/static/onedrive-explorer-js/ and log in. Log into OneDrive, the choose a file and click "run investment calculator".

through file upload form

  1. Load http://localhost:8877/view/upload_form in your browser
  2. upload one of the example input files

with curl

curl -F file1=@'tests2/endpoint_tests/loan/single_step/loan-0/request/request.xml' http://localhost:8877/upload

with test runner

see tests2/runner/README.md

through a custom GPT

we have an experimental endpoint for custom GPT, which you can register as an "action" - https://robust1.ueueeu.eu/ai3/openapi.json - see [/wiki/CustomGPT.md]

example input files

excel_usage

  • tests/endpoint_tests/**/inputs/*

documentation

wiki

videos: https://www.dropbox.com/sh/prgubjzoo9zpkhp/AACd6YmoWxf9IUi5CriihKlLa?dl=0

https://www.dropbox.com/sh/o5ck3qm79zwgpc5/AABD9jUcWiNpWMb2fxsmeVfia?dl=0

Robust technical overview

todo: comparisons to other projects

Contributors ✨

All Contributors

Thanks goes to these wonderful people (emoji key):


stoopkid

🚇 ⚠️ 💻

Schwitter

🚇 ⚠️ 💻

salamt2

🚇 ⚠️ 💻

Murisi Tarusenga

🚇 ⚠️ 💻

koo5

🚇 ⚠️ 💻

This project follows the all-contributors specification. Contributions of any kind welcome!