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Location: NPO-Accounting/conservancy_beancount/tests/test_meta_tax_implication.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 | """Test handling of tax-implication metadata"""
# 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.plugin import meta_tax_implication
VALID_VALUES = {
'1099': '1099-NEC',
'1099-NEC': '1099-NEC',
'1099nec': '1099-NEC',
'1099-Misc-Other': '1099-MISC-Other',
'1099misc-other': '1099-MISC-Other',
'Bank-Transfer': 'Bank-Transfer',
'Chargeback': 'Chargeback',
'Foreign-Corporation': 'Foreign-Corporation',
'foreign-corp': 'Foreign-Corporation',
'Foreign-Grantee': 'Foreign-Grantee',
'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',
'us-corp': 'USA-Corporation',
'USA-Grantee': 'USA-Grantee',
'US-Grantee': 'USA-Grantee',
'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_checked(hook, src_value):
txn = testutil.Transaction(flag='!', **{TEST_KEY: src_value}, postings=[
('Liabilities:Payable:Accounts', 25),
('Assets:Cash', -25),
])
assert list(hook.run(txn))
@pytest.mark.parametrize('src_value', testutil.FIXME_VALUES)
def test_flagged_fixme_ok(hook, src_value):
txn = testutil.Transaction(flag='!', postings=[
('Liabilities:Payable:Accounts', 25),
('Assets:Cash', -25, {TEST_KEY: src_value}),
])
assert not list(hook.run(txn))
testutil.check_post_meta(txn, None, {TEST_KEY: src_value})
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