Files @ 547ae657808f
Branch filter:

Location: NPO-Accounting/conservancy_beancount/tests/test_meta_taxImplication.py

Brett Smith
plugin.core: _meta_set properly handles when post.meta is None.

post is a NamedTuple, so attribute assignment is not allowed.
Instead we have to construct a whole new Posting.
"""Test handling of taxImplication 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',
    '',
}

@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, {'taxImplication': src_value}),
    ])
    checker = meta_tax_implication.MetaTaxImplication()
    errors = checker.run(txn, txn.postings[-1], -1)
    assert not errors
    assert txn.postings[-1].meta.get('taxImplication') == 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, {'taxImplication': 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(taxImplication=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('taxImplication') == set_value

@pytest.mark.parametrize('src_value', INVALID_VALUES)
def test_invalid_values_on_transactions(src_value):
    txn = testutil.Transaction(taxImplication=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, {'taxImplication': '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)