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Brett Smith

books.Loader: New loading strategy.

The old loading strategy didn't load options, which yielded some
spurious errors. It also created awkward duplication of plugin
information in the code as well as the books.

Implement a new loading strategy that works by reading one of the
"main files" under the books/ subdirectory and includes entries
for additional FYs beyond that.

This is still not ideal in a lot of ways. In particular, Beancount can't
cache any results, causing any load to be slower than it theoretically could
be. I expect more commits to follow. But some of them might require
restructuring the books, and that should happen separately.

"""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',
    'Bank-Transfer': 'Bank-Transfer',
    'Chargeback': 'Chargeback',
    'Foreign-Corporation': 'Foreign-Corporation',
    'Foreign-Individual-Contractor': 'Foreign-Individual-Contractor',
    'Loan': 'Loan',
    'Refund': 'Refund',
    'Reimbursement': 'Reimbursement',
    'Retirement-Pretax': 'Retirement-Pretax',
    'Tax-Payment': 'Tax-Payment',
    'USA-501c3': 'USA-501c3',
    'USA-Corporation': 'USA-Corporation',
    'W2': 'W2',
}

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

TEST_KEY = 'tax-implication'

@pytest.fixture(scope='module')
def hook():
    config = testutil.TestConfig()
    return meta_tax_implication.MetaTaxImplication(config)

@pytest.mark.parametrize('src_value,set_value', VALID_VALUES.items())
def test_valid_values_on_postings(hook, src_value, set_value):
    txn = testutil.Transaction(postings=[
        ('Liabilities:Payable:Accounts', 25),
        ('Assets:Cash', -25, {TEST_KEY: src_value}),
    ])
    errors = list(hook.run(txn))
    assert not errors
    testutil.check_post_meta(txn, None, {TEST_KEY: set_value})

@pytest.mark.parametrize('src_value', INVALID_VALUES)
def test_invalid_values_on_postings(hook, src_value):
    txn = testutil.Transaction(postings=[
        ('Liabilities:Payable:Accounts', 25),
        ('Assets:Cash', -25, {TEST_KEY: src_value}),
    ])
    errors = list(hook.run(txn))
    assert errors
    testutil.check_post_meta(txn, None, {TEST_KEY: src_value})

@pytest.mark.parametrize('src_value,set_value', VALID_VALUES.items())
def test_valid_values_on_transactions(hook, src_value, set_value):
    txn = testutil.Transaction(**{TEST_KEY: src_value}, postings=[
        ('Liabilities:Payable:Accounts', 25),
        ('Assets:Cash', -25),
    ])
    errors = list(hook.run(txn))
    assert not errors
    testutil.check_post_meta(txn, None, {TEST_KEY: set_value})

@pytest.mark.parametrize('src_value', INVALID_VALUES)
def test_invalid_values_on_transactions(hook, src_value):
    txn = testutil.Transaction(**{TEST_KEY: src_value}, postings=[
        ('Liabilities:Payable:Accounts', 25),
        ('Assets:Cash', -25),
    ])
    errors = list(hook.run(txn))
    assert errors
    testutil.check_post_meta(txn, None, None)

@pytest.mark.parametrize('count,account', enumerate([
    'Assets:Payable:Accounts',
    'Assets:Prepaid:Expenses',
    'Equity:OpeningBalance',
    'Expenses:Other',
    'Income:Other',
    'Liabilities:CreditCard',
    'Liabilities:Payable:Accounts',
    'Liabilities:UnearnedIncome:Donations',
], 1))
def test_non_payment_accounts_skipped(hook, account, count):
    amount = count * 100
    meta = {TEST_KEY: 'USA-Corporation'}
    txn = testutil.Transaction(postings=[
        (account, amount),
        ('Assets:Checking', -amount, meta.copy()),
    ])
    errors = list(hook.run(txn))
    assert not errors
    testutil.check_post_meta(txn, None, meta)

def test_asset_credits_skipped(hook, ):
    txn = testutil.Transaction(postings=[
        ('Income:Donations', -25),
        ('Assets:Cash', 25),
    ])
    errors = list(hook.run(txn))
    assert not errors
    testutil.check_post_meta(txn, None, None)

@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_validation_only_in_date_range(hook, date, need_value):
    txn = testutil.Transaction(date=date, postings=[
        ('Liabilites:CreditCard', 25),
        ('Assets:Cash', -25),
    ])
    errors = list(hook.run(txn))
    assert bool(errors) == bool(need_value)
    testutil.check_post_meta(txn, None, None)