File diff d8afb209f7a2 → c9ff4ab74617
tests/test_meta_tax_implication.py
Show inline comments
 
new file 100644
 
"""Test handling of tax-implication metadata"""
 
# Copyright © 2020  Brett Smith
 
#
 
# This program is free software: you can redistribute it and/or modify
 
# it under the terms of the GNU Affero General Public License as published by
 
# the Free Software Foundation, either version 3 of the License, or
 
# (at your option) any later version.
 
#
 
# This program is distributed in the hope that it will be useful,
 
# but WITHOUT ANY WARRANTY; without even the implied warranty of
 
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
 
# GNU Affero General Public License for more details.
 
#
 
# 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 pytest
 

	
 
from . import testutil
 

	
 
from conservancy_beancount.plugin import meta_tax_implication
 

	
 
VALID_VALUES = {
 
    '1099': '1099',
 
    'Accountant-Advises-No-1099': 'Accountant-Advises-No-1099',
 
    'Bank-Transfer': 'Bank-Transfer',
 
    'Foreign-Corporation': 'Foreign-Corporation',
 
    'Foreign-Individual-Contractor': 'Foreign-Individual-Contractor',
 
    'Fraud': 'Fraud',
 
    'HSA-Contribution': 'HSA-Contribution',
 
    'Loan': 'Loan',
 
    'Payroll': 'Payroll',
 
    'Refund': 'Refund',
 
    'Reimbursement': 'Reimbursement',
 
    'Retirement-Pretax': 'Retirement-Pretax',
 
    'Tax-Payment': 'Tax-Payment',
 
    'USA-501c3': 'USA-501c3',
 
    'USA-Corporation': 'USA-Corporation',
 
    'USA-LLC-No-1099': 'USA-LLC-No-1099',
 
    'W2': 'W2',
 
}
 

	
 
INVALID_VALUES = {
 
    '199',
 
    'W3',
 
    'Payrol',
 
    '',
 
}
 

	
 
TEST_KEY = 'tax-implication'
 

	
 
@pytest.mark.parametrize('src_value,set_value', VALID_VALUES.items())
 
def test_valid_values_on_postings(src_value, set_value):
 
    txn = testutil.Transaction(postings=[
 
        ('Accrued:AccountsPayable', 25),
 
        ('Assets:Cash', -25, {TEST_KEY: src_value}),
 
    ])
 
    checker = meta_tax_implication.MetaTaxImplication()
 
    errors = checker.run(txn, txn.postings[-1], -1)
 
    assert not errors
 
    assert txn.postings[-1].meta.get(TEST_KEY) == set_value
 

	
 
@pytest.mark.parametrize('src_value', INVALID_VALUES)
 
def test_invalid_values_on_postings(src_value):
 
    txn = testutil.Transaction(postings=[
 
        ('Accrued:AccountsPayable', 25),
 
        ('Assets:Cash', -25, {TEST_KEY: src_value}),
 
    ])
 
    checker = meta_tax_implication.MetaTaxImplication()
 
    errors = checker.run(txn, txn.postings[-1], -1)
 
    assert errors
 

	
 
@pytest.mark.parametrize('src_value,set_value', VALID_VALUES.items())
 
def test_valid_values_on_transactions(src_value, set_value):
 
    txn = testutil.Transaction(**{TEST_KEY: src_value}, postings=[
 
        ('Accrued:AccountsPayable', 25),
 
        ('Assets:Cash', -25),
 
    ])
 
    checker = meta_tax_implication.MetaTaxImplication()
 
    errors = checker.run(txn, txn.postings[-1], -1)
 
    assert not errors
 
    assert txn.postings[-1].meta.get(TEST_KEY) == set_value
 

	
 
@pytest.mark.parametrize('src_value', INVALID_VALUES)
 
def test_invalid_values_on_transactions(src_value):
 
    txn = testutil.Transaction(**{TEST_KEY: src_value}, postings=[
 
        ('Accrued:AccountsPayable', 25),
 
        ('Assets:Cash', -25),
 
    ])
 
    checker = meta_tax_implication.MetaTaxImplication()
 
    errors = checker.run(txn, txn.postings[-1], -1)
 
    assert errors
 

	
 
@pytest.mark.parametrize('account', [
 
    'Accrued:AccountsPayable',
 
    'Expenses:General',
 
    'Liabilities:CreditCard',
 
])
 
def test_non_asset_accounts_skipped(account):
 
    txn = testutil.Transaction(postings=[
 
        (account, 25),
 
        ('Assets:Cash', -25, {TEST_KEY: 'USA-Corporation'}),
 
    ])
 
    checker = meta_tax_implication.MetaTaxImplication()
 
    errors = checker.run(txn, txn.postings[0], 0)
 
    assert not errors
 

	
 
def test_asset_credits_skipped():
 
    txn = testutil.Transaction(postings=[
 
        ('Income:Donations', -25),
 
        ('Assets:Cash', 25),
 
    ])
 
    checker = meta_tax_implication.MetaTaxImplication()
 
    errors = checker.run(txn, txn.postings[-1], -1)
 
    assert not errors
 
    assert not txn.postings[-1].meta
 

	
 
@pytest.mark.parametrize('date,need_value', [
 
    (testutil.EXTREME_FUTURE_DATE, False),
 
    (testutil.FUTURE_DATE, True),
 
    (testutil.FY_START_DATE, True),
 
    (testutil.FY_MID_DATE, True),
 
    (testutil.PAST_DATE, False),
 
])
 
def test_default_value_set_in_date_range(date, need_value):
 
    txn = testutil.Transaction(date=date, postings=[
 
        ('Liabilites:CreditCard', 25),
 
        ('Assets:Cash', -25),
 
    ])
 
    checker = meta_tax_implication.MetaTaxImplication()
 
    errors = checker.run(txn, txn.postings[-1], -1)
 
    assert bool(errors) == bool(need_value)