NPO-Accounting/conservancy_beancount Changeset - 4483d769996a

Changeset - 4483d769996a

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Brett Smith - 4 years ago 2020-07-17 13:58:18
brettcsmith@brettcsmith.org

data: Add Account.is_open_on_date() method.

2 files changed with 62 insertions and 2 deletions:

conservancy_beancount/data.py

tests/test_data_account.py

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conservancy_beancount/data.py

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@@ ... / @@ -250,6 +250,22 @@ class Account(str): @@
     def is_credit_card(self) -> bool:
         return self.is_under('Liabilities:CreditCard') is not None
     def is_open_on_date(self, date: datetime.date) -> Optional[bool]:
         """Return true if this account is open on the given date.
         This method considers the dates on the account's open and close
         directives. If there is no close directive, it just checks the date is
         on or after the opening date. If neither exists, returns None.
         """
         try:
             meta = self.meta
         except KeyError:
             return None
         close_date = meta.close_date
         if close_date is None:
             close_date = date + datetime.timedelta(days=1)
         return meta.open_date <= date < close_date
     def is_opening_equity(self) -> bool:
         return self.is_under('Equity:Funds', 'Equity:OpeningBalance') is not None

tests/test_data_account.py

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@@ ... / @@ -14,17 +14,17 @@ @@
 # You should have received a copy of the GNU Affero General Public License
 # along with this program.  If not, see <https://www.gnu.org/licenses/>.
 import datetime
 import pytest
 from . import testutil
 from datetime import date as Date
 from beancount.core.data import Open, Close, Booking
 from beancount.parser import options as bc_options
 from conservancy_beancount import data
 Date = datetime.date
 clean_account_meta = pytest.fixture()(testutil.clean_account_meta)
 @pytest.fixture
@@ ... / @@ -160,6 +160,50 @@ def test_is_credit_card(acct_name, expected): @@
 def test_is_opening_equity(acct_name, expected):
     assert data.Account(acct_name).is_opening_equity() == expected
 @pytest.mark.parametrize('date', [
     testutil.PAST_DATE,
     testutil.FY_START_DATE,
     testutil.FY_MID_DATE,
     testutil.FUTURE_DATE,
 ])
 def test_is_open_on_date_without_opening(date):
     account = data.Account('Assets:Cash')
     assert account.is_open_on_date(date) is None
 @pytest.mark.parametrize('days_diff', range(-2, 3))
 def test_is_open_on_date_without_closing(clean_account_meta, days_diff):
     open_date = testutil.FY_START_DATE
     acct_name = 'Assets:Checking'
     data.Account.load_opening(Open({}, open_date, acct_name, None, None))
     account = data.Account(acct_name)
     check_date = open_date + datetime.timedelta(days=days_diff)
     assert account.is_open_on_date(check_date) == (days_diff >= 0)
 @pytest.mark.parametrize('close_diff,check_diff', [
     (30, -30),
     (30, -1),
     (30, 0),
     (30, 1),
     (30, 29),
     (30, 30),
     (30, 60),
     (60, 30),
     (60, 59),
     (60, 60),
     (60, 90),
     (60, -60),
 ])
 def test_is_open_on_date_with_closing(clean_account_meta, close_diff, check_diff):
     open_date = testutil.FY_START_DATE
     acct_name = 'Assets:Savings'
     data.Account.load_opening(Open({}, open_date, acct_name, None, None))
     close_date = open_date + datetime.timedelta(days=close_diff)
     data.Account.load_closing(Close({}, close_date, acct_name))
     account = data.Account(acct_name)
     check_date = open_date + datetime.timedelta(days=check_diff)
     expected = (0 <= check_diff < close_diff)
     assert account.is_open_on_date(check_date) == expected
 @pytest.mark.parametrize('acct_name', [
     'Assets:Cash',
     'Assets:Prepaid:Expenses',

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