NPO-Accounting/conservancy_beancount Changeset - e05f55659a89

Changeset - e05f55659a89

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Brett Smith - 4 years ago 2020-08-18 05:28:37
brettcsmith@brettcsmith.org

balance_sheet: Balance only considers post_type for Expenses.

This simplifies the code and slightly optimizes it, since now Balance
won't store and keep re-summing income-type breakdowns that nothing
needs.

2 files changed with 4 insertions and 11 deletions:

conservancy_beancount/reports/balance_sheet.py

tests/test_reports_balance_sheet.py

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conservancy_beancount/reports/balance_sheet.py

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@@ ... / @@ -78,11 +78,6 @@ class BalanceKey(NamedTuple): @@
 class Balances:
     POST_TYPES = {
         'Income': 'income-type',
         'Expenses': 'expense-type',
+    }
     def __init__(self,
                  postings: Iterable[data.Posting],
                  start_date: datetime.date,
@@ ... / @@ -124,9 +119,9 @@ class Balances: @@
                     raise TypeError()
             except (KeyError, TypeError):
                 classification = account
             try:
                 post_type = post.meta[self.POST_TYPES[account.root_part()]]
             except KeyError:
             if account.root_part() == 'Expenses':
                 post_type = post.meta.get('expense-type')
             else:
                 post_type = None
             key = BalanceKey(account, classification, period, fund, post_type)
             self.balances[key] += post.at_cost()

tests/test_reports_balance_sheet.py

➞

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@@ ... / @@ -87,13 +87,11 @@ def income_expense_balances(): @@
     ({'period': Period.PERIOD, 'account': 'Expenses'}, 26),
     ({'fund': Fund.RESTRICTED, 'account': 'Income'}, -10),
     ({'fund': Fund.UNRESTRICTED, 'account': 'Expenses'}, 25),
     ({'post_type': 'Donations'}, -10),
     ({'post_type': 'fundraising'}, 20),
     ({'post_type': 'management'}, 10),
     ({'post_type': 'Nonexistent'}, None),
-    ({'period': Period.PRIOR, 'post_type': 'RBI'}, '-4.80'),
+    ({'period': Period.PRIOR, 'post_type': 'fundraising'}, '9.60'),
     ({'fund': Fund.RESTRICTED, 'post_type': 'program'}, 10),
     ({'period': Period.PERIOD, 'fund': Fund.UNRESTRICTED, 'post_type': 'RBI'}, '-2.60'),
     ({'period': Period.PRIOR, 'fund': Fund.RESTRICTED, 'post_type': 'program'}, '4.80'),
     ({'period': Period.PERIOD, 'fund': Fund.RESTRICTED, 'post_type': 'ø'}, None),
 ])

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