A Python CLI tool for generating financial reports from Paperless-ngx:
- Phase 1 (MVP): Config handling, Paperless API client with auth and
pagination, custom fields extraction, tag-based summation, CLI output
- Phase 2 (Grouping): Multiple grouping criteria (tag, correspondent,
category, payment type, month, quarter, year), percentage distribution
- Phase 3 (Reports): HTML reports with Chart.js diagrams (doughnut, bar,
line charts), PDF export via WeasyPrint, JSON and CSV export
- Phase 4 (Comfort): Automatic tag ID resolution, disk caching with
diskcache, colorized logging, comprehensive error handling
Features:
- Flexible date filtering (year, month, date range)
- Period comparison with change analysis
- Swiss franc formatting (CHF with apostrophe separators)
- Interactive HTML reports with sortable tables and document links
- Multiple output formats (CLI, HTML, PDF, JSON, CSV)