NPO-Accounting/conservancy_beancount Files · conservancy_beancount/plugin/meta_tax_implication.py

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Brett Smith

data.Amount: Introduce class and simplify code to use it.

See docstring for full rationale. This greatly reduces the need for other
plugin code to handle the case of `post.units.number is None`, eliminating
the need for entire methods and letting it do plain numeric comparisons.

"""meta_tax_implication - Validate tax-implication metadata"""
# Copyright © 2020  Brett Smith
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as published by
# the Free Software Foundation, either version 3 of the License, or
# (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program.  If not, see <https://www.gnu.org/licenses/>.

import decimal

from . import core
from .. import config as configmod
from .. import data
from ..beancount_types import (
    Transaction,
)

class MetaTaxImplication(core._NormalizePostingMetadataHook):
    VALUES_ENUM = core.MetadataEnum('tax-implication', [
        '1099',
        'Accountant-Advises-No-1099',
        'Bank-Transfer',
        'Foreign-Corporation',
        'Foreign-Individual-Contractor',
        'Fraud',
        'HSA-Contribution',
        'Loan',
        'Payroll',
        'Refund',
        'Reimbursement',
        'Retirement-Pretax',
        'Tax-Payment',
        'USA-501c3',
        'USA-Corporation',
        'USA-LLC-No-1099',
        'W2',
    ])

    def __init__(self, config: configmod.Config) -> None:
        self.payment_threshold = -config.payment_threshold()

    def _run_on_post(self, txn: Transaction, post: data.Posting) -> bool:
        return (
            post.account.is_cash_equivalent()
            and post.units.number < self.payment_threshold
        )