meta_approval: Stop checking payables.
That's handled by meta_payable_documentation now.
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2 changed files with 11 additions and 18 deletions
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@ -33,26 +33,17 @@ class MetaApproval(core._RequireLinksPostingMetadataHook):
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def _run_on_txn(self, txn: Transaction) -> bool:
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if not super()._run_on_txn(txn):
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return False
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# approval is required when funds leave a cash equivalent asset,
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# UNLESS that transaction is a transfer to another asset,
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# or paying off a credit card.
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# debits_sum keeps a running tally of how much is moving in each
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# direction, and we'll return True if it ends up over the payment
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# threshold.
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debits_sum = decimal.Decimal(0)
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for post in data.iter_postings(txn):
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# approval is required:
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# 1. When a payable is accrued
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if (post.account.is_under('Liabilities:Payable:Accounts')
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and post.is_debit(self.payment_threshold)):
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return True
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# 2. When funds leave a cash equivalent asset, UNLESS that
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# transaction is a transfer to another asset, or paying off a
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# credit card.
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# In this case, debits_sum keeps a running tally of how much is
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# moving in each direction, and we'll return True if it ends up over
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# the payment threshold.
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elif post.account.is_cash_equivalent() or post.account.is_credit_card():
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if post.account.is_cash_equivalent() or post.account.is_credit_card():
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debits_sum -= post.units.number or 0
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return debits_sum > self.payment_threshold
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def _run_on_post(self, txn: Transaction, post: data.Posting) -> bool:
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if post.account.is_under('Liabilities:Payable:Accounts'):
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threshold_check = post.is_debit(self.payment_threshold)
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else:
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threshold_check = post.is_payment(0)
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return threshold_check is not False
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return post.account.is_cash_equivalent() and not post.is_credit(0)
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@ -24,15 +24,17 @@ REQUIRED_ACCOUNTS = {
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'Assets:Bank:Checking',
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'Assets:Cash',
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'Assets:Savings',
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'Liabilities:Payable:Accounts',
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}
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NON_REQUIRED_ACCOUNTS = {
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'Assets:Prepaid:Expenses',
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# Receivables are checked by meta_receivable_documentation
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'Assets:Receivable:Accounts',
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'Equity:QpeningBalance',
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'Expenses:Other',
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'Income:Other',
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# Payables are checked by meta_payable_documentation
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'Liabilities:Payable:Accounts',
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'Liabilities:Payable:Vacation',
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'Liabilities:UnearnedIncome:Donations',
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}
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