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Location: NPO-Accounting/conservancy_beancount/tests/test_meta_approval.py - annotation
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query: Start new reporting tool.
Ultimately this is going to be a tool that can generate nicely-formatted
spreadsheets from arbitrary bean-queries. This initial version doesn't
generate spreadsheets yet, but it does integrate our usual books-loading
tools and rewrite rules into existing bean-query functionality, so it's a
start. It also has some of the query building and parsing that higher-level
spreadsheets will need.
Ultimately this is going to be a tool that can generate nicely-formatted
spreadsheets from arbitrary bean-queries. This initial version doesn't
generate spreadsheets yet, but it does integrate our usual books-loading
tools and rewrite rules into existing bean-query functionality, so it's a
start. It also has some of the query building and parsing that higher-level
spreadsheets will need.
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# Copyright © 2020 Brett Smith
# License: AGPLv3-or-later WITH Beancount-Plugin-Additional-Permission-1.0
#
# Full copyright and licensing details can be found at toplevel file
# LICENSE.txt in the repository.
import pytest
from . import testutil
from conservancy_beancount.plugin import meta_approval
REQUIRED_ACCOUNTS = {
'Assets:Bank:Checking',
'Assets:Cash',
'Assets:Savings',
}
NON_REQUIRED_ACCOUNTS = {
'Assets:Prepaid:Expenses',
# Receivables are checked by meta_receivable_documentation
'Assets:Receivable:Accounts',
'Equity:QpeningBalance',
'Expenses:Other',
'Income:Other',
# Payables are checked by meta_payable_documentation
'Liabilities:Payable:Accounts',
'Liabilities:Payable:Vacation',
'Liabilities:UnearnedIncome:Donations',
}
CREDITCARD_ACCOUNT = 'Liabilities:CreditCard'
TEST_KEY = 'approval'
@pytest.fixture(scope='module')
def hook():
config = testutil.TestConfig()
return meta_approval.MetaApproval(config)
@pytest.mark.parametrize('acct1,acct2,value', testutil.combine_values(
REQUIRED_ACCOUNTS,
NON_REQUIRED_ACCOUNTS,
testutil.LINK_METADATA_STRINGS,
))
def test_valid_values_on_postings(hook, acct1, acct2, value):
txn = testutil.Transaction(postings=[
(acct2, 25),
(acct1, -25, {TEST_KEY: value}),
])
assert not list(hook.run(txn))
@pytest.mark.parametrize('acct1,acct2,value', testutil.combine_values(
REQUIRED_ACCOUNTS,
NON_REQUIRED_ACCOUNTS,
testutil.NON_LINK_METADATA_STRINGS,
))
def test_invalid_values_on_postings(hook, acct1, acct2, value):
txn = testutil.Transaction(postings=[
(acct2, 25),
(acct1, -25, {TEST_KEY: value}),
])
actual = {error.message for error in hook.run(txn)}
assert actual == {"{} missing {}".format(acct1, TEST_KEY)}
@pytest.mark.parametrize('acct1,acct2,value', testutil.combine_values(
REQUIRED_ACCOUNTS,
NON_REQUIRED_ACCOUNTS,
testutil.NON_STRING_METADATA_VALUES,
))
def test_bad_type_values_on_postings(hook, acct1, acct2, value):
txn = testutil.Transaction(postings=[
(acct2, 25),
(acct1, -25, {TEST_KEY: value}),
])
expected_msg = "{} has wrong type of {}: expected str but is a {}".format(
acct1,
TEST_KEY,
type(value).__name__,
)
actual = {error.message for error in hook.run(txn)}
assert expected_msg in actual
@pytest.mark.parametrize('acct1,acct2,value', testutil.combine_values(
REQUIRED_ACCOUNTS,
NON_REQUIRED_ACCOUNTS,
testutil.LINK_METADATA_STRINGS,
))
def test_valid_values_on_transaction(hook, acct1, acct2, value):
txn = testutil.Transaction(**{TEST_KEY: value}, postings=[
(acct2, 25),
(acct1, -25),
])
assert not list(hook.run(txn))
@pytest.mark.parametrize('acct1,acct2,value', testutil.combine_values(
REQUIRED_ACCOUNTS,
NON_REQUIRED_ACCOUNTS,
testutil.NON_LINK_METADATA_STRINGS,
))
def test_invalid_values_on_transaction(hook, acct1, acct2, value):
txn = testutil.Transaction(**{TEST_KEY: value}, postings=[
(acct2, 25),
(acct1, -25),
])
actual = {error.message for error in hook.run(txn)}
assert actual == {"{} missing {}".format(acct1, TEST_KEY)}
@pytest.mark.parametrize('acct1,acct2,value', testutil.combine_values(
REQUIRED_ACCOUNTS,
NON_REQUIRED_ACCOUNTS,
testutil.NON_STRING_METADATA_VALUES,
))
def test_bad_type_values_on_transaction(hook, acct1, acct2, value):
txn = testutil.Transaction(**{TEST_KEY: value}, postings=[
(acct2, 25),
(acct1, -25),
])
expected_msg = "{} has wrong type of {}: expected str but is a {}".format(
acct1,
TEST_KEY,
type(value).__name__,
)
actual = {error.message for error in hook.run(txn)}
assert expected_msg in actual
@pytest.mark.parametrize('acct1,acct2', testutil.combine_values(
REQUIRED_ACCOUNTS,
NON_REQUIRED_ACCOUNTS,
))
def test_approval_not_required_on_credits(hook, acct1, acct2):
txn = testutil.Transaction(postings=[
(acct2, -25),
(acct1, 25),
])
assert not list(hook.run(txn))
def test_approval_not_required_to_charge_credit_card(hook):
txn = testutil.Transaction(postings=[
('Expenses:Other', 25),
(CREDITCARD_ACCOUNT, 25),
])
assert not list(hook.run(txn))
def test_approval_not_required_to_pay_credit_card(hook):
txn = testutil.Transaction(postings=[
('Assets:Checking', -25),
(CREDITCARD_ACCOUNT, 25),
])
assert not list(hook.run(txn))
@pytest.mark.parametrize('tax_implication,other_acct', [
('Bank-Transfer', 'Assets:Savings'),
('Chargeback', 'Income:Donations'),
])
def test_approval_not_required_by_tax_implication(hook, tax_implication, other_acct):
txn = testutil.Transaction(postings=[
('Assets:Checking', -250, {'tax-implication': tax_implication}),
(other_acct, 245),
('Expenses:BankingFees', 5),
])
assert not list(hook.run(txn))
def test_not_required_on_flagged(hook):
txn = testutil.Transaction(flag='!', postings=[
('Assets:Checking', -25),
('Liabilities:Payable:Accounts', 25),
])
assert not list(hook.run(txn))
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