NPO-Accounting/import2ledger Changeset - 8326bd68d92b

Changeset - 8326bd68d92b

Parent rev.

Child rev.

[Not reviewed]

1 2 1

Brett Smith - 6 years ago 2019-02-15 16:47:27
brettcsmith@brettcsmith.org

benevity: Version the current importer.

The report format has changed slightly in 2019.

3 files changed with 11 insertions and 3 deletions:

import2ledger/importers/benevity.py

tests/data/Benevity2018.csv

rename

tests/data/imports.yml

0 comments (0 inline, 0 general)

import2ledger/importers/benevity.py

➞

Show inline comments

 from . import _csv
 from .. import strparse
 class DonationsImporter(_csv.CSVImporterBase):
 class Donations2018Importer(_csv.CSVImporterBase):
     ENTRY_SEED = {
         'ledger template': 'benevity donations ledger entry',
+    }
     HEADER_FIELDS = {
         'Currency': 'currency',
         'Disbursement ID': 'disbursement_id',
         'Reference': 'reference',
+    }
     DATE_FIELD = 'Date of Donation'
     NAME_FIELDS = ['Donor First Name', 'Donor Last Name']
     DECIMAL_FIELDS = {
         'Donation Amount': 'donation_amount',
         'Matched Amount': 'match_amount',
         'Total': 'amount',
+    }
     NEEDED_FIELDS = frozenset([
         DATE_FIELD,
         *NAME_FIELDS,
         *DECIMAL_FIELDS,
     ])
     COPIED_FIELDS = {
         'Participating Corporation': 'corporation',
         'Project': 'project',
         'Comment': 'comment',
         'Transaction ID': 'transaction_id',
         'Donation Frequency': 'frequency',
+    }
     DATE_FMT = '%Y-%m-%d'
     NOT_SHARED = 'Not shared by donor'
     @classmethod
     def _read_header_row(cls, row):
         row_len = len(row)
         if row_len > 2:
             return None

tests/data/Benevity2018.csv

➞

Show inline comments

file renamed from tests/data/Benevity.csv to tests/data/Benevity2018.csv

tests/data/imports.yml

➞

Show inline comments

@@ ... / @@ -245,127 +245,132 @@ @@
       shirt_rate: !!python/object/apply:decimal.Decimal ["25.50"]
       status: Invoice
       currency: USD
       invoice_date: !!python/object/apply:datetime.date [2017, 9, 5]
       invoice_id: "11"
     - payee: Python Person C
       ledger template: nbpy2017 payment ledger entry
       date: !!python/object/apply:datetime.date [2017, 9, 5]
       amount: !!python/object/apply:decimal.Decimal ["60.00"]
       tickets_sold: !!python/object/apply:decimal.Decimal ["0"]
       ticket_rate: !!python/object/apply:decimal.Decimal ["42.50"]
       shirts_sold: !!python/object/apply:decimal.Decimal ["2"]
       shirt_rate: !!python/object/apply:decimal.Decimal ["25.50"]
       status: Payment
       currency: USD
       invoice_date: !!python/object/apply:datetime.date [2017, 9, 5]
       payment_id: ch_daer0ahwoh9oDeiqu2eimoD7
       stripe_id: ch_daer0ahwoh9oDeiqu2eimoD7
       invoice_id: "11"
 - source: AmazonAffiliateEarnings.csv
   importer: amazon.EarningsImporter
   expect:
     - payee: Amazon
       date: !!python/object/apply:datetime.date [2016, 12, 20]
       amount: !!python/object/apply:decimal.Decimal ["4.24"]
       currency: USD
     - payee: Amazon
       date: !!python/object/apply:datetime.date [2017, 1, 7]
       amount: !!python/object/apply:decimal.Decimal ["-.08"]
       currency: USD
 - source: Benevity.csv
   importer: benevity.DonationsImporter
 - source: Benevity2018.csv
   importer: benevity.Donations2018Importer
   expect:
     - date: !!python/object/apply:datetime.date [2017, 10, 28]
       currency: USD
       disbursement_id: ABCDE12345
       amount: !!python/object/apply:decimal.Decimal [20]
       donation_amount: !!python/object/apply:decimal.Decimal [20]
       match_amount: !!python/object/apply:decimal.Decimal [0]
       payee: Dakota Smith
       corporation: Company A
       project: ""
       comment: ""
       frequency: One-time
       transaction_id: 67890QWERT
       ledger template: benevity donations ledger entry
     - date: !!python/object/apply:datetime.date [2017, 10, 30]
       currency: USD
       disbursement_id: ABCDE12345
       amount: !!python/object/apply:decimal.Decimal [25]
       donation_amount: !!python/object/apply:decimal.Decimal [25]
       match_amount: !!python/object/apply:decimal.Decimal [0]
       payee: Dakota Smith
       corporation: Company A
       project: ""
       comment: ""
       frequency: One-time
       transaction_id: 67890WERTY
       ledger template: benevity donations ledger entry
     - date: !!python/object/apply:datetime.date [2017, 10, 19]
       currency: USD
       disbursement_id: ABCDE12345
       amount: !!python/object/apply:decimal.Decimal [10]
       donation_amount: !!python/object/apply:decimal.Decimal [0]
       match_amount: !!python/object/apply:decimal.Decimal [10]
       payee: Anonymous
       corporation: Company B
       project: ""
       comment: ""
       frequency: Unknown
       transaction_id: 67890ERTYU
       ledger template: benevity donations ledger entry
     - date: !!python/object/apply:datetime.date [2017, 10, 19]
       currency: USD
       disbursement_id: ABCDE12345
       amount: !!python/object/apply:decimal.Decimal [20]
       donation_amount: !!python/object/apply:decimal.Decimal [0]
       match_amount: !!python/object/apply:decimal.Decimal [20]
       payee: Anonymous
       corporation: Company B
       project: ""
       comment: ""
       frequency: Unknown
       transaction_id: 67890RTYUI
       ledger template: benevity donations ledger entry
     - date: !!python/object/apply:datetime.date [2017, 10, 19]
       currency: USD
       disbursement_id: ABCDE12345
       amount: !!python/object/apply:decimal.Decimal [30]
       donation_amount: !!python/object/apply:decimal.Decimal [30]
       match_amount: !!python/object/apply:decimal.Decimal [0]
       payee: Anonymous
       corporation: Company B
       project: ""
       comment: ""
       frequency: Recurring
       transaction_id: 67890TYUIO
       ledger template: benevity donations ledger entry
 - source: BrightFunds.xls
   importer: brightfunds.DonorReportImporter
   expect:
     - date: !!python/object/apply:datetime.date [2017, 10, 20]
       currency: USD
       amount: !!python/object/apply:decimal.Decimal [120]
       payee: Dakota Smith
       corporation: Company
       company_name: ""
       designation: ""
       donor_name: Company
       donor_email: ""
       fund: ""
       on_behalf_of: Dakota Smith
       type: Matched Donation
 - source: OReillyRoyalties.csv
   importer: oreilly.RoyaltiesImporter
   expect:
     - date: !!python/object/apply:datetime.date [2018, 3, 31]
       start_date: !!python/object/apply:datetime.date [2018, 3, 1]
       paid_date: null
       currency: USD
       amount: !!python/object/apply:decimal.Decimal ["11.96"]
       payee: "O'Reilly Media, Inc."
     - date: !!python/object/apply:datetime.date [2018, 2, 28]
       start_date: !!python/object/apply:datetime.date [2018, 2, 1]
       paid_date: !!python/object/apply:datetime.date [2018, 3, 29]
       currency: USD
       amount: !!python/object/apply:decimal.Decimal ["20.83"]
       payee: "O'Reilly Media, Inc."

0 comments (0 inline, 0 general)