conservancy_beancount/tests/test_reports_related_postings.py

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"""test_reports_related_postings - Unit tests for RelatedPostings"""
# 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 collections
import datetime
import itertools
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from decimal import Decimal
import pytest
from . import testutil
from conservancy_beancount import data
from conservancy_beancount.reports import core
def accruals_and_payments(acct, src_acct, dst_acct, start_date, *amounts):
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dates = testutil.date_seq(start_date)
for amt, currency in amounts:
yield testutil.Transaction(date=next(dates), postings=[
(acct, amt, currency),
(dst_acct if amt < 0 else src_acct, -amt, currency),
])
@pytest.fixture
def credit_card_cycle():
return list(accruals_and_payments(
'Liabilities:CreditCard',
'Assets:Checking',
'Expenses:Other',
datetime.date(2020, 4, 1),
(-110, 'USD'),
(110, 'USD'),
(-120, 'USD'),
(120, 'USD'),
))
@pytest.fixture
def two_accruals_three_payments():
return list(accruals_and_payments(
'Assets:Receivable:Accounts',
'Income:Donations',
'Assets:Checking',
datetime.date(2020, 4, 10),
(440, 'USD'),
(-230, 'USD'),
(550, 'EUR'),
(-210, 'USD'),
(-550, 'EUR'),
))
def test_balance_empty():
balance = core.RelatedPostings().balance()
assert not balance
assert balance.is_zero()
def test_balance_credit_card(credit_card_cycle):
related = core.RelatedPostings()
assert related.balance() == testutil.balance_map()
expected = Decimal()
for txn in credit_card_cycle:
post = txn.postings[0]
expected += post.units.number
related.add(post)
assert related.balance() == testutil.balance_map(USD=expected)
assert expected == 0
def check_iter_with_balance(entries):
expect_posts = [txn.postings[0] for txn in entries]
expect_balances = []
balance_tally = collections.defaultdict(Decimal)
related = core.RelatedPostings()
for post in expect_posts:
number, currency = post.units
balance_tally[currency] += number
expect_balances.append(testutil.balance_map(balance_tally.items()))
related.add(post)
for (post, balance), exp_post, exp_balance in zip(
related.iter_with_balance(),
expect_posts,
expect_balances,
):
assert post is exp_post
assert balance == exp_balance
assert post is expect_posts[-1]
assert related.balance() == expect_balances[-1]
def test_iter_with_balance_empty():
assert not list(core.RelatedPostings().iter_with_balance())
def test_iter_with_balance_credit_card(credit_card_cycle):
check_iter_with_balance(credit_card_cycle)
def test_iter_with_balance_two_acccruals(two_accruals_three_payments):
check_iter_with_balance(two_accruals_three_payments)
def test_meta_values_empty():
related = core.RelatedPostings()
assert related.meta_values('key') == set()
def test_meta_values_no_match():
related = core.RelatedPostings()
related.add(testutil.Posting('Income:Donations', -1, metakey='metavalue'))
assert related.meta_values('key') == {None}
def test_meta_values_no_match_default_given():
related = core.RelatedPostings()
related.add(testutil.Posting('Income:Donations', -1, metakey='metavalue'))
assert related.meta_values('key', '') == {''}
def test_meta_values_one_match():
related = core.RelatedPostings()
related.add(testutil.Posting('Income:Donations', -1, key='metavalue'))
assert related.meta_values('key') == {'metavalue'}
def test_meta_values_some_match():
related = core.RelatedPostings()
related.add(testutil.Posting('Income:Donations', -1, key='1'))
related.add(testutil.Posting('Income:Donations', -2, metakey='2'))
assert related.meta_values('key') == {'1', None}
def test_meta_values_some_match_default_given():
related = core.RelatedPostings()
related.add(testutil.Posting('Income:Donations', -1, key='1'))
related.add(testutil.Posting('Income:Donations', -2, metakey='2'))
assert related.meta_values('key', '') == {'1', ''}
def test_meta_values_all_match():
related = core.RelatedPostings()
related.add(testutil.Posting('Income:Donations', -1, key='1'))
related.add(testutil.Posting('Income:Donations', -2, key='2'))
assert related.meta_values('key') == {'1', '2'}
def test_meta_values_all_match_one_value():
related = core.RelatedPostings()
related.add(testutil.Posting('Income:Donations', -1, key='1'))
related.add(testutil.Posting('Income:Donations', -2, key='1'))
assert related.meta_values('key') == {'1'}
def test_meta_values_all_match_default_given():
related = core.RelatedPostings()
related.add(testutil.Posting('Income:Donations', -1, key='1'))
related.add(testutil.Posting('Income:Donations', -2, key='2'))
assert related.meta_values('key', '') == {'1', '2'}
def test_meta_values_many_types():
expected = {
datetime.date(2020, 4, 1),
Decimal(42),
testutil.Amount(5),
'rt:42',
}
related = core.RelatedPostings()
for index, value in enumerate(expected):
related.add(testutil.Posting('Income:Donations', -index, key=value))
assert related.meta_values('key') == expected