conservancy_beancount/tests/test_meta_taxImplication.py

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"""Test handling of taxImplication 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 pytest
from . import testutil
from conservancy_beancount.plugin import meta_tax_implication
VALID_VALUES = {
'1099': '1099',
'Accountant-Advises-No-1099': 'Accountant-Advises-No-1099',
'Bank-Transfer': 'Bank-Transfer',
'Foreign-Corporation': 'Foreign-Corporation',
'Foreign-Individual-Contractor': 'Foreign-Individual-Contractor',
'Fraud': 'Fraud',
'HSA-Contribution': 'HSA-Contribution',
'Loan': 'Loan',
'Payroll': 'Payroll',
'Refund': 'Refund',
'Reimbursement': 'Reimbursement',
'Retirement-Pretax': 'Retirement-Pretax',
'Tax-Payment': 'Tax-Payment',
'USA-501c3': 'USA-501c3',
'USA-Corporation': 'USA-Corporation',
'USA-LLC-No-1099': 'USA-LLC-No-1099',
'W2': 'W2',
}
INVALID_VALUES = {
'199',
'W3',
'Payrol',
'',
}
@pytest.mark.parametrize('src_value,set_value', VALID_VALUES.items())
def test_valid_values_on_postings(src_value, set_value):
txn = testutil.Transaction(postings=[
('Accrued:AccountsPayable', 25),
('Assets:Cash', -25, {'taxImplication': src_value}),
])
checker = meta_tax_implication.MetaTaxImplication()
errors = checker.run(txn, txn.postings[-1], -1)
assert not errors
assert txn.postings[-1].meta.get('taxImplication') == set_value
@pytest.mark.parametrize('src_value', INVALID_VALUES)
def test_invalid_values_on_postings(src_value):
txn = testutil.Transaction(postings=[
('Accrued:AccountsPayable', 25),
('Assets:Cash', -25, {'taxImplication': src_value}),
])
checker = meta_tax_implication.MetaTaxImplication()
errors = checker.run(txn, txn.postings[-1], -1)
assert errors
@pytest.mark.parametrize('src_value,set_value', VALID_VALUES.items())
def test_valid_values_on_transactions(src_value, set_value):
txn = testutil.Transaction(taxImplication=src_value, postings=[
('Accrued:AccountsPayable', 25),
('Assets:Cash', -25),
])
checker = meta_tax_implication.MetaTaxImplication()
errors = checker.run(txn, txn.postings[-1], -1)
assert not errors
assert txn.postings[-1].meta.get('taxImplication') == set_value
@pytest.mark.parametrize('src_value', INVALID_VALUES)
def test_invalid_values_on_transactions(src_value):
txn = testutil.Transaction(taxImplication=src_value, postings=[
('Accrued:AccountsPayable', 25),
('Assets:Cash', -25),
])
checker = meta_tax_implication.MetaTaxImplication()
errors = checker.run(txn, txn.postings[-1], -1)
assert errors
@pytest.mark.parametrize('account', [
'Accrued:AccountsPayable',
'Expenses:General',
'Liabilities:CreditCard',
])
def test_non_asset_accounts_skipped(account):
txn = testutil.Transaction(postings=[
(account, 25),
('Assets:Cash', -25, {'taxImplication': 'USA-Corporation'}),
])
checker = meta_tax_implication.MetaTaxImplication()
errors = checker.run(txn, txn.postings[0], 0)
assert not errors
def test_asset_credits_skipped():
txn = testutil.Transaction(postings=[
('Income:Donations', -25),
('Assets:Cash', 25),
])
checker = meta_tax_implication.MetaTaxImplication()
errors = checker.run(txn, txn.postings[-1], -1)
assert not errors
assert not txn.postings[-1].meta
@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_default_value_set_in_date_range(date, need_value):
txn = testutil.Transaction(date=date, postings=[
('Liabilites:CreditCard', 25),
('Assets:Cash', -25),
])
checker = meta_tax_implication.MetaTaxImplication()
errors = checker.run(txn, txn.postings[-1], -1)
assert bool(errors) == bool(need_value)