Student Quick Start (Linux, Windows, macOS) =========================================== This guide helps you run the LedgerLoom **Workbook** workflow as a student: 1) install LedgerLoom from **PyPI** 2) create a workbook project with ``ledgerloom init --profile workbook`` 3) run ``check`` then ``build`` 4) open the generated CSV artifacts What you’ll build ----------------- LedgerLoom reads CSV inputs from a project folder and generates accounting-cycle artifacts. After a successful build, you should see these files: - ``entries.csv`` - ``trial_balance_unadjusted.csv`` - ``trial_balance_adjusted.csv`` - ``closing_entries.csv`` - ``trial_balance_post_close.csv`` These files appear under: - ``outputs//artifacts/`` .. note:: ``ledgerloom check`` writes a standalone report folder to ``outputs/check//`` (fast feedback). ``ledgerloom build --run-id run1`` writes a complete run folder to ``outputs/run1/`` and repeats the checks inside ``outputs/run1/check/`` for provenance. .. note:: LedgerLoom runs best inside a **virtual environment** (venv). This keeps your class setup clean and repeatable. Where to go next ---------------- - :doc:`workbook_learning_path` — the “golden path” for this course - :doc:`workbook_artifacts_reference` — what each output CSV means - :doc:`workbook_troubleshooting` — common errors and quick fixes Linux (Ubuntu/Debian) --------------------- 1) Install Python tools ^^^^^^^^^^^^^^^^^^^^^^^ .. code-block:: bash sudo apt update sudo apt install -y python3 python3-venv python3-pip 2) Create a workspace + virtual environment ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. code-block:: bash mkdir -p ~/ledgerloom_student cd ~/ledgerloom_student python3 -m venv .venv source .venv/bin/activate pip install -U pip 3) Install LedgerLoom from PyPI ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. code-block:: bash pip install -U ledgerloom ledgerloom --help 4) Create a workbook project ^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. code-block:: bash ledgerloom init --profile workbook my_books cd my_books 5) Run the workflow (check → build) ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. code-block:: bash ledgerloom check --project . ledgerloom build --project . --run-id run1 6) View your outputs ^^^^^^^^^^^^^^^^^^^^ .. code-block:: bash # Standalone check output (fast feedback) ls -1 outputs/check # Build output (a named run folder) ls -1 outputs/run1/artifacts Common gotchas (Linux) ^^^^^^^^^^^^^^^^^^^^^^ - If ``ledgerloom`` is “not found”, you likely forgot: ``source .venv/bin/activate``. - ``ledgerloom init`` requires a folder name at the end (example: ``my_books``). Windows 11 (PowerShell) ----------------------- 1) Install Python ^^^^^^^^^^^^^^^^^ Install **Python 3.10+** from python.org and make sure you check: - **Add Python to PATH** Verify in PowerShell: .. code-block:: powershell python --version pip --version 2) Create a workspace + virtual environment ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. code-block:: powershell mkdir $HOME\ledgerloom_student cd $HOME\ledgerloom_student python -m venv .venv .\.venv\Scripts\Activate.ps1 python -m pip install -U pip If activation is blocked, run this once: .. code-block:: powershell Set-ExecutionPolicy -Scope CurrentUser RemoteSigned Then activate again: .. code-block:: powershell .\.venv\Scripts\Activate.ps1 3) Install LedgerLoom from PyPI ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. code-block:: powershell pip install -U ledgerloom ledgerloom --help 4) Create a workbook project ^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. code-block:: powershell ledgerloom init --profile workbook my_books cd my_books 5) Run the workflow (check → build) ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. code-block:: powershell ledgerloom check --project . ledgerloom build --project . --run-id run1 6) View your outputs ^^^^^^^^^^^^^^^^^^^^ .. code-block:: powershell # Standalone check output (fast feedback) dir outputs\check # Build output (a named run folder) dir outputs\run1\artifacts Common gotchas (Windows) ^^^^^^^^^^^^^^^^^^^^^^^^ - If ``ledgerloom`` is not recognized, your venv is not active. Run: ``.\.venv\Scripts\Activate.ps1`` - If you pasted a multi-line command and PowerShell says something like “command not found”, re-run it as **one line**. macOS (Terminal) ---------------- 1) Install Python (recommended: Homebrew) ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ If you don’t have Homebrew, install it from brew.sh. Then: .. code-block:: bash brew install python python3 --version 2) Create a workspace + virtual environment ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. code-block:: bash mkdir -p ~/ledgerloom_student cd ~/ledgerloom_student python3 -m venv .venv source .venv/bin/activate pip install -U pip 3) Install LedgerLoom from PyPI ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. code-block:: bash pip install -U ledgerloom ledgerloom --help 4) Create a workbook project ^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. code-block:: bash ledgerloom init --profile workbook my_books cd my_books 5) Run the workflow (check → build) ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. code-block:: bash ledgerloom check --project . ledgerloom build --project . --run-id run1 6) View your outputs ^^^^^^^^^^^^^^^^^^^^ .. code-block:: bash # Standalone check output (fast feedback) ls -1 outputs/check # Build output (a named run folder) ls -1 outputs/run1/artifacts Common gotchas (macOS) ^^^^^^^^^^^^^^^^^^^^^^ - Prefer ``python3`` (not ``python``) unless you know ``python`` points to Python 3. - If ``ledgerloom`` is “not found”, you likely forgot: ``source .venv/bin/activate``.