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

bkuhn
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.
"""test_meta_payroll_type.py - Unit tests for payroll-type validation hook"""
# Copyright © 2021  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 typing

import pytest

from . import testutil
from conservancy_beancount.plugin import meta_payroll_type

class HookData(typing.NamedTuple):
    account: str
    hook_type: typing.Type
    valid_values: typing.Set[str]
    invalid_values: typing.Set[str]

    @classmethod
    def from_hook(cls, hook, *valid_values):
        return cls(hook.ACCOUNT, hook, set(valid_values), set())

    @classmethod
    def set_invalid_values(cls, datas):
        all_values = frozenset(v for d in datas for v in d.valid_values)
        for data in datas:
            data.invalid_values.update(all_values.difference(data.valid_values))


TEST_KEY = 'payroll-type'
HOOK_DATA = [
    HookData.from_hook(meta_payroll_type.HealthInsuranceHook,
                       'US:HRA:Fees', 'US:HRA:Usage', 'US:Premium:Main'),
    HookData.from_hook(meta_payroll_type.OtherBenefitsHook,
                       'US:403b:Fees', 'US:Education', 'US:ProfessionalMembership'),
    HookData.from_hook(
        meta_payroll_type.SalaryHook,
        'CA:Tax:EI',
        'US:NY:Tax:NYC',
        'US:Taxes:Medicare',
        'CA:General',
        'US:403b:Match',
        'US:PTO:Earned',
        'US:PTO:Taken',
    ),
    HookData.from_hook(meta_payroll_type.TaxHook,
                       'CA:PP', 'US:IL:Unemployment', 'US:SocialSecurity'),
]
HookData.set_invalid_values(HOOK_DATA)

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

def norm_value(value):
    return value.replace(':Taxes:', ':Tax:', 1)

@pytest.mark.parametrize('hook_type,account,value', (
    (data.hook_type, data.account, value)
    for data in HOOK_DATA
    for value in data.valid_values
))
def test_valid_value_on_post(config, hook_type, account, value):
    txn = testutil.Transaction(postings=[
        (account, 55, {TEST_KEY: value}),
        ('Assets:Checking', -55),
    ])
    errors = list(hook_type(config).run(txn))
    assert not errors
    testutil.check_post_meta(txn, {TEST_KEY: norm_value(value)}, None)

@pytest.mark.parametrize('hook_type,account,value', (
    (data.hook_type, data.account, value)
    for data in HOOK_DATA
    for value in data.valid_values
))
def test_valid_value_on_txn(config, hook_type, account, value):
    txn = testutil.Transaction(**{TEST_KEY: value}, postings=[
        (account, 80, {TEST_KEY: value}),
        ('Assets:Checking', -80),
    ])
    errors = list(hook_type(config).run(txn))
    assert not errors
    testutil.check_post_meta(txn, {TEST_KEY: norm_value(value)}, None)

@pytest.mark.parametrize('hook_type,account,value', (
    (data.hook_type, data.account, value)
    for data in HOOK_DATA
    for value in data.invalid_values
))
def test_invalid_value_on_post(config, hook_type, account, value):
    txn = testutil.Transaction(flag='!', postings=[
        (account, 90, {TEST_KEY: value}),
        ('Assets:Checking', -90),
    ])
    errors = list(hook_type(config).run(txn))
    assert errors
    testutil.check_post_meta(txn, {TEST_KEY: value}, None)

@pytest.mark.parametrize('hook_type,account,value', (
    (data.hook_type, data.account, value)
    for data in HOOK_DATA
    for value in data.invalid_values
))
def test_invalid_value_on_txn(config, hook_type, account, value):
    txn = testutil.Transaction(flag='!', **{TEST_KEY: value}, postings=[
        (account, 105),
        ('Assets:Checking', -105),
    ])
    errors = list(hook_type(config).run(txn))
    assert errors
    testutil.check_post_meta(txn, None, None)

@pytest.mark.parametrize('hook_type,account', (
    (data.hook_type, data.account)
    for data in HOOK_DATA
))
def test_missing_value(config, hook_type, account):
    txn = testutil.Transaction(flag='!', postings=[
        (account, 115),
        ('Assets:Checking', -115),
    ])
    errors = list(hook_type(config).run(txn))
    assert errors

@pytest.mark.parametrize('hook_type,account', (
    (hook_data.hook_type, other_data.account)
    for hook_data in HOOK_DATA
    for other_data in HOOK_DATA
    if other_data is not hook_data
))
def test_no_overlapping_account_checks(config, hook_type, account):
    txn = testutil.Transaction(postings=[
        (account, 120, {TEST_KEY: 'Test:Overlap'}),
        ('Assets:Checking', -120),
    ])
    errors = list(hook_type(config).run(txn))
    assert not errors

@pytest.mark.parametrize('hook_data,value', testutil.combine_values(
    HOOK_DATA,
    testutil.FIXME_VALUES,
))
def test_flagged_fixme_ok(config, hook_data, value):
    txn = testutil.Transaction(flag='!', postings=[
        (hook_data.account, 120, {TEST_KEY: value}),
        ('Assets:Checking', -120),
    ])
    errors = list(hook_data.hook_type(config).run(txn))
    assert not errors
    testutil.check_post_meta(txn, {TEST_KEY: value}, None)