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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_reports_period_postings - Unit tests for PeriodPostings"""
# 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 datetime
import operator

from decimal import Decimal

import pytest

from . import testutil

from conservancy_beancount import data
from conservancy_beancount.reports import core

def check_balance_attrs(balance_postings, start_usd, stop_usd):
    if start_usd:
        expected = {'USD': testutil.Amount(start_usd)}
        assert balance_postings.start_bal == expected
        assert balance_postings.begin_bal == expected
    else:
        assert balance_postings.start_bal.is_zero()
        assert balance_postings.begin_bal.is_zero()
    expected = {'USD': testutil.Amount(stop_usd)}
    assert balance_postings.stop_bal == expected
    assert balance_postings.end_bal == expected
    expected = {'USD': testutil.Amount(stop_usd - start_usd)}
    assert balance_postings.period_bal == expected

@pytest.mark.parametrize('start_date,expect_start_bal', [
    (datetime.date(2019, 2, 1), 0),
    (datetime.date(2019, 4, 1), 30),
    (datetime.date(2019, 6, 1), 120),
])
def test_balance_postings_attrs(start_date, expect_start_bal):
    entries = [testutil.Transaction(date=datetime.date(2019, n, 15), postings=[
        ('Income:Donations', -n * 10),
        ('Assets:Cash', n * 10),
    ]) for n in range(3, 7)]
    cls = core.PeriodPostings.with_start_date(start_date)
    actual = dict(cls.group_by_account(data.Posting.from_entries(entries)))
    assert len(actual) == 2
    check_balance_attrs(actual['Assets:Cash'], expect_start_bal, 180)
    check_balance_attrs(actual['Income:Donations'], -expect_start_bal, -180)

@pytest.mark.parametrize('start_date,expect_count', [
    (datetime.date(2019, 2, 1), 4),
    (datetime.date(2019, 4, 1), 3),
    (datetime.date(2019, 6, 1), 1),
])
def test_balance_postings_filter(start_date, expect_count):
    entries = [testutil.Transaction(date=datetime.date(2019, n, 15), postings=[
        ('Income:Donations', -n * 10),
        ('Assets:Cash', n * 10),
    ]) for n in range(3, 7)]
    cls = core.PeriodPostings.with_start_date(start_date)
    for _, related in cls.group_by_account(data.Posting.from_entries(entries)):
        assert len(related) == expect_count