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Location: NPO-Accounting/conservancy_beancount/tests/test_meta_tax_reporting.py
5a8da108b983
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statement_reconciler: Add initial Chase bank CSV statement matching
We currently don't have many examples to work with, so haven't done any
significant testing of the matching accuracy between statement and books.
We currently don't have many examples to work with, so haven't done any
significant testing of the matching accuracy between statement and books.
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# 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 pytest
from . import testutil
from conservancy_beancount.plugin import meta_tax_reporting
TEST_KEY = 'tax-reporting'
IMPLICATION_KEY = 'tax-implication'
REQUIRED_ACCOUNTS = {
'Assets:Checking',
'Assets:Bank:Savings',
}
NON_REQUIRED_ACCOUNTS = {
'Assets:Prepaid:Expenses',
'Assets:Receivable:Accounts',
'Liabilities:CreditCard',
}
REQUIRED_AMOUNTS = {-50, -500}
NON_REQUIRED_AMOUNTS = {-5, 500}
REQUIRED_IMPLICATIONS = {
'1099',
'1099-Misc-Other',
'foreign-grantee',
'Foreign-Individual-Contractor',
'USA-501c3',
'US-Grantee',
}
NON_REQUIRED_IMPLICATIONS = {
'Bank-Transfer',
'chargeback',
'Foreign-Corp',
'Loan',
'refund',
'Reimbursement',
'retirement-pretax',
'Tax-Payment',
'us-corp',
'w2',
}
@pytest.fixture(scope='module')
def hook():
config = testutil.TestConfig(payment_threshold=10)
return meta_tax_reporting.MetaTaxReporting(config)
@pytest.mark.parametrize('account,amount,implication,value', testutil.combine_values(
REQUIRED_ACCOUNTS,
REQUIRED_AMOUNTS,
REQUIRED_IMPLICATIONS,
testutil.LINK_METADATA_STRINGS,
))
def test_pass_on_txn(hook, account, amount, implication, value):
txn_meta = {
IMPLICATION_KEY: implication,
TEST_KEY: value,
}
txn = testutil.Transaction(**txn_meta, postings=[
(account, amount),
('Expenses:Other', -amount),
])
assert not list(hook.run(txn))
@pytest.mark.parametrize('account,amount,implication,value', testutil.combine_values(
REQUIRED_ACCOUNTS,
REQUIRED_AMOUNTS,
REQUIRED_IMPLICATIONS,
testutil.LINK_METADATA_STRINGS,
))
def test_pass_on_post(hook, account, amount, implication, value):
post_meta = {
IMPLICATION_KEY: implication,
TEST_KEY: value,
}
txn = testutil.Transaction(postings=[
(account, amount, post_meta),
('Expenses:Other', -amount),
])
assert not list(hook.run(txn))
@pytest.mark.parametrize('account,amount,implication', testutil.combine_values(
REQUIRED_ACCOUNTS,
REQUIRED_AMOUNTS,
REQUIRED_IMPLICATIONS,
))
def test_error_when_missing(hook, account, amount, implication):
txn = testutil.Transaction(postings=[
(account, amount, {IMPLICATION_KEY: implication}),
('Expenses:Other', -amount),
])
assert list(hook.run(txn))
@pytest.mark.parametrize('account,amount,implication,value', testutil.combine_values(
REQUIRED_ACCOUNTS,
REQUIRED_AMOUNTS,
REQUIRED_IMPLICATIONS,
testutil.NON_LINK_METADATA_STRINGS,
))
def test_error_when_empty(hook, account, amount, implication, value):
txn_meta = {
IMPLICATION_KEY: implication,
TEST_KEY: value,
}
txn = testutil.Transaction(**txn_meta, postings=[
(account, amount),
('Expenses:Other', -amount),
])
assert list(hook.run(txn))
@pytest.mark.parametrize('account,amount,implication,value', testutil.combine_values(
REQUIRED_ACCOUNTS,
REQUIRED_AMOUNTS,
REQUIRED_IMPLICATIONS,
testutil.NON_STRING_METADATA_VALUES,
))
def test_error_when_wrong_type(hook, account, amount, implication, value):
txn_meta = {
IMPLICATION_KEY: implication,
TEST_KEY: value,
}
txn = testutil.Transaction(**txn_meta, postings=[
(account, amount),
('Expenses:Other', -amount),
])
assert list(hook.run(txn))
@pytest.mark.parametrize('account,amount,implication', testutil.combine_values(
NON_REQUIRED_ACCOUNTS,
REQUIRED_AMOUNTS,
REQUIRED_IMPLICATIONS,
))
def test_skip_by_account(hook, account, amount, implication):
txn = testutil.Transaction(postings=[
(account, amount, {IMPLICATION_KEY: implication}),
('Expenses:Other', -amount),
])
assert not list(hook.run(txn))
@pytest.mark.parametrize('account,amount,implication', testutil.combine_values(
REQUIRED_ACCOUNTS,
NON_REQUIRED_AMOUNTS,
REQUIRED_IMPLICATIONS,
))
def test_skip_by_amount(hook, account, amount, implication):
txn = testutil.Transaction(postings=[
(account, amount, {IMPLICATION_KEY: implication}),
('Expenses:Other', -amount),
])
assert not list(hook.run(txn))
@pytest.mark.parametrize('account,amount,implication', testutil.combine_values(
REQUIRED_ACCOUNTS,
REQUIRED_AMOUNTS,
NON_REQUIRED_IMPLICATIONS,
))
def test_skip_by_implication(hook, account, amount, implication):
txn = testutil.Transaction(postings=[
(account, amount, {IMPLICATION_KEY: implication}),
('Expenses:Other', -amount),
])
assert not list(hook.run(txn))
@pytest.mark.parametrize('account,amount,implication', testutil.combine_values(
REQUIRED_ACCOUNTS,
REQUIRED_AMOUNTS,
REQUIRED_IMPLICATIONS,
))
def test_skip_by_flag(hook, account, amount, implication):
txn = testutil.Transaction(flag='!', postings=[
(account, amount, {IMPLICATION_KEY: implication}),
('Expenses:Other', -amount),
])
assert not list(hook.run(txn))
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