NPO-Accounting/conservancy_beancount Files · tests/test_meta_tax_implication.py

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Brett Smith

plugin: Be more selective about when ! skips validation.

It makes sense to let the bookkeeper skip validations in situations
where the metadata requires information that might not be available
when entered. It does not make sense to skip validations that *must*
be available and affect the structure of the books, like project and
entity.

This commit ensures every plugin hook has a test for flagged
transactions, even for hooks that currently have the desired
behavior where no code changes were required for the test to
pass.

"""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)

@pytest.mark.parametrize('src_value', INVALID_VALUES)
def test_flagged_txn_skipped(hook, src_value):
    txn = testutil.Transaction(flag='!', **{TEST_KEY: src_value}, postings=[
        ('Liabilities:Payable:Accounts', 25),
        ('Assets:Cash', -25),
    ])
    assert not list(hook.run(txn))