Files
@ 2840a64215bf
Branch filter:
Location: NPO-Accounting/conservancy_beancount/tests/test_reports_balances.py
2840a64215bf
4.4 KiB
text/x-python
Add new payroll type codes
Oregon added a new payroll tax for disability so we need to add the
payroll-types for Ohio's state and local taxes.
Oregon added a new payroll tax for disability so we need to add the
payroll-types for Ohio's state and local taxes.
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 | """test_reports_balances.py - Unit tests for Balances class"""
# 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 datetime
import itertools
import pytest
from . import testutil
from beancount.core.data import Open
from conservancy_beancount import data
from conservancy_beancount.reports import core
Fund = core.Fund
Period = core.Period
clean_account_meta = pytest.fixture(scope='module')(testutil.clean_account_meta)
@pytest.fixture(scope='module')
def income_expense_entries():
txns = []
prior_date = datetime.date(2019, 2, 2)
period_date = datetime.date(2019, 4, 4)
for (acct, post_meta), fund in itertools.product([
('Income:Donations', 'Donations'),
('Income:Sales', 'RBI'),
('Expenses:Postage', 'fundraising'),
('Expenses:Postage', 'management'),
('Expenses:Postage', 'program'),
('Expenses:Services', 'fundraising'),
('Expenses:Services', 'program'),
], ['Conservancy', 'Alpha']):
root_acct, _, classification = acct.partition(':')
try:
data.Account(acct).meta
except KeyError:
data.Account.load_opening(Open(
{'classification': classification},
datetime.date(2000, 1, 1),
acct, None, None,
))
meta = {
'project': fund,
f'{root_acct.lower().rstrip("s")}-type': post_meta,
}
sign = '' if root_acct == 'Expenses' else '-'
txns.append(testutil.Transaction(date=prior_date, postings=[
(acct, f'{sign}2.40', meta),
]))
txns.append(testutil.Transaction(date=period_date, postings=[
(acct, f'{sign}2.60', meta),
]))
return txns
@pytest.fixture(scope='module')
def expense_balances(income_expense_entries):
return core.Balances(
data.Posting.from_entries(income_expense_entries),
datetime.date(2019, 3, 1),
datetime.date(2020, 3, 1),
'expense-type',
)
@pytest.fixture(scope='module')
def income_balances(income_expense_entries):
return core.Balances(
data.Posting.from_entries(income_expense_entries),
datetime.date(2019, 3, 1),
datetime.date(2020, 3, 1),
'income-type',
)
@pytest.mark.parametrize('kwargs,expected', [
({'account': 'Income:Donations'}, -10),
({'account': 'Income'}, -20),
({'account': 'Income:Nonexistent'}, None),
({'classification': 'Postage'}, 30),
({'classification': 'Services'}, 20),
({'classification': 'Nonexistent'}, None),
({'period': Period.PRIOR, 'account': 'Income'}, '-9.60'),
({'period': Period.PERIOD, 'account': 'Expenses'}, 26),
({'fund': Fund.RESTRICTED, 'account': 'Income'}, -10),
({'fund': Fund.UNRESTRICTED, 'account': 'Expenses'}, 25),
({'post_meta': 'fundraising'}, 20),
({'post_meta': 'management'}, 10),
({'post_meta': 'Donations'}, None),
({'post_meta': 'RBI'}, None),
({'period': Period.PRIOR, 'post_meta': 'fundraising'}, '9.60'),
({'fund': Fund.RESTRICTED, 'post_meta': 'program'}, 10),
({'period': Period.PRIOR, 'fund': Fund.RESTRICTED, 'post_meta': 'program'}, '4.80'),
({'period': Period.PERIOD, 'fund': Fund.RESTRICTED, 'post_meta': 'ø'}, None),
({'account': ('Income', 'Expenses')}, 30),
({'account': ('Income', 'Expenses'), 'fund': Fund.UNRESTRICTED}, 15),
])
def test_expense_balance_total(expense_balances, kwargs, expected):
actual = expense_balances.total(**kwargs)
if expected is None:
assert not actual
else:
assert actual == {'USD': testutil.Amount(expected)}
@pytest.mark.parametrize('kwargs,expected', [
({'post_meta': 'fundraising'}, None),
({'post_meta': 'management'}, None),
({'post_meta': 'Donations'}, -10),
({'post_meta': 'RBI'}, -10),
({'period': Period.PRIOR, 'post_meta': 'Donations'}, '-4.80'),
({'fund': Fund.RESTRICTED, 'post_meta': 'RBI'}, -5),
({'period': Period.PRIOR, 'fund': Fund.RESTRICTED, 'post_meta': 'Donations'}, '-2.40'),
({'period': Period.PERIOD, 'fund': Fund.RESTRICTED, 'post_meta': 'ø'}, None),
])
def test_income_balance_total(income_balances, kwargs, expected):
actual = income_balances.total(**kwargs)
if expected is None:
assert not actual
else:
assert actual == {'USD': testutil.Amount(expected)}
|