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Location: NPO-Accounting/conservancy_beancount/tests/test_data_posting_meta.py
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payroll-type — US:403b:Employee:Roth — needed separate since taxable
Since Roth contributions are taxable, there are some reports that
need to include these amounts in total salary (i.e., when running a
report that seeks to show total taxable income for an employee). As
such, we need a `payroll-type` specifically for Roth 403(b)
contributions.
Since Roth contributions are taxable, there are some reports that
need to include these amounts in total salary (i.e., when running a
report that seeks to show total taxable income for an employee). As
such, we need a `payroll-type` specifically for Roth 403(b)
contributions.
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 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 | """Test PostingMeta 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 pytest
from . import testutil
from conservancy_beancount import data
@pytest.fixture
def simple_txn():
return testutil.Transaction(note='txn note', postings=[
('Assets:Cash', 5),
('Income:Donations', -5, {'note': 'donation love', 'extra': 'Extra'}),
])
SIMPLE_TXN_METAKEYS = frozenset(['filename', 'lineno', 'note'])
@pytest.fixture
def payee_txn():
return testutil.Transaction(payee='SampleCo', postings=[
('Assets:Receivable:Accounts', -100),
('Assets:Checking', 95),
('Expenses:BankingFees', 5, {'entity': 'MyBank'}),
])
def test_getitem_transaction(simple_txn):
assert data.PostingMeta(simple_txn, 0)['note'] == 'txn note'
def test_getitem_posting(simple_txn):
assert data.PostingMeta(simple_txn, 1)['note'] == 'donation love'
def test_getitem_keyerror(simple_txn):
with pytest.raises(KeyError):
data.PostingMeta(simple_txn, 1)['InvalidMetadata']
def test_setitem_overwrite(simple_txn):
meta = data.PostingMeta(simple_txn, 1)
meta['note'] = 'overwritten'
assert meta['note'] == 'overwritten'
assert data.PostingMeta(simple_txn, 0)['note'] == 'txn note'
def test_setitem_over_txn(simple_txn):
meta = data.PostingMeta(simple_txn, 0)
meta['note'] = 'overwritten'
assert meta['note'] == 'overwritten'
assert simple_txn.meta['note'] == 'txn note'
assert data.PostingMeta(simple_txn, 1)['note'] == 'donation love'
def test_setitem_new_meta(simple_txn):
meta = data.PostingMeta(simple_txn, 0)
meta['newkey'] = 'testvalue'
assert meta['newkey'] == 'testvalue'
assert 'newkey' not in simple_txn.meta
assert 'newkey' not in simple_txn.postings[1].meta
def test_delitem(simple_txn):
meta = data.PostingMeta(simple_txn, 1)
del meta['note']
assert 'note' not in simple_txn.postings[1].meta
def test_delitem_fails_on_txn_meta(simple_txn):
meta = data.PostingMeta(simple_txn, 0)
with pytest.raises(KeyError):
del meta['note']
def test_len_with_empty_post_meta(simple_txn):
assert len(data.PostingMeta(simple_txn, 0)) == len(SIMPLE_TXN_METAKEYS)
def test_len_with_post_meta_over_txn(simple_txn):
assert len(data.PostingMeta(simple_txn, 1)) == len(SIMPLE_TXN_METAKEYS) + 1
def test_iter_with_empty_post_meta(simple_txn):
assert set(data.PostingMeta(simple_txn, 0)) == SIMPLE_TXN_METAKEYS
def test_iter_with_post_meta_over_txn(simple_txn):
assert set(data.PostingMeta(simple_txn, 1)) == SIMPLE_TXN_METAKEYS.union(['extra'])
def test_get_links_from_txn(simple_txn):
meta = data.PostingMeta(simple_txn, 0)
assert list(meta.get_links('note')) == ['txn', 'note']
def test_get_links_from_post_override(simple_txn):
meta = data.PostingMeta(simple_txn, 1)
assert list(meta.get_links('note')) == ['donation', 'love']
def test_payee_used_as_entity(payee_txn):
actual = [data.PostingMeta(payee_txn, n, p)['entity']
for n, p in enumerate(payee_txn.postings)]
assert actual == ['SampleCo', 'SampleCo', 'MyBank']
def test_entity_metadata_has_precedence_over_payee(payee_txn):
payee_txn.meta['entity'] = 'ExampleCo'
actual = [data.PostingMeta(payee_txn, n, p)['entity']
for n, p in enumerate(payee_txn.postings)]
assert actual == ['ExampleCo', 'ExampleCo', 'MyBank']
def test_keyerror_when_no_entity_or_payee(simple_txn):
meta = data.PostingMeta(simple_txn, 1)
with pytest.raises(KeyError):
meta['entity']
@pytest.mark.parametrize('date', [
testutil.FUTURE_DATE,
testutil.FY_START_DATE,
testutil.FY_MID_DATE,
testutil.PAST_DATE,
])
def test_date(date):
txn = testutil.Transaction(date=date, postings=[
('Income:Donations', -15),
('Assets:Cash', 15),
])
for index, post in enumerate(txn.postings):
assert data.PostingMeta(txn, index, post).date == date
def test_mutable_copy():
txn = testutil.Transaction(
filename='f', lineno=130, txnkey='one', postings=[
('Assets:Cash', 18),
('Income:Donations', -18),
])
meta = data.PostingMeta(txn, 1).detached()
meta['layerkey'] = 'two'
assert dict(meta) == {
'filename': 'f',
'lineno': 130,
'txnkey': 'one',
'layerkey': 'two',
}
assert 'layerkey' not in txn.meta
assert all(post.meta is None for post in txn.postings)
assert meta.date == txn.date
def test_double_detached():
txn = testutil.Transaction(filename='f', lineno=140, postings=[
('Income:Donations', -19),
])
meta1 = data.PostingMeta(txn, 0).detached()
meta1['metakey'] = 'meta'
meta1['layerkey'] = 'one'
meta2 = meta1.detached()
meta2['layerkey'] = 'two'
expected = {
'filename': 'f',
'lineno': 140,
'metakey': 'meta',
'layerkey': 'two',
}
assert dict(meta2) == expected
expected['layerkey'] = 'one'
assert dict(meta1) == expected
assert not any(post.meta for post in txn.postings)
# The .get() tests are arguably testing the stdlib, but they're short and
# they confirm that we're using the stdlib as we intend.
def test_get_with_meta_value(simple_txn):
assert data.PostingMeta(simple_txn, 1).get('note') == 'donation love'
def test_get_with_txn_value(simple_txn):
assert data.PostingMeta(simple_txn, 0).get('note') == 'txn note'
def test_get_with_no_value(simple_txn):
assert data.PostingMeta(simple_txn, 0).get('extra') is None
def test_get_with_specified_default(simple_txn):
assert data.PostingMeta(simple_txn, 0).get('extra', 'blank') == 'blank'
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