"""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})