meta_approval: Stop checking payables.

That's handled by meta_payable_documentation now.
This commit is contained in:
Brett Smith 2020-04-07 15:45:29 -04:00
parent ce34554bd4
commit 212036b25e
2 changed files with 11 additions and 18 deletions

View file

@ -33,26 +33,17 @@ class MetaApproval(core._RequireLinksPostingMetadataHook):
def _run_on_txn(self, txn: Transaction) -> bool: def _run_on_txn(self, txn: Transaction) -> bool:
if not super()._run_on_txn(txn): if not super()._run_on_txn(txn):
return False return False
# approval is required when funds leave a cash equivalent asset,
# UNLESS that transaction is a transfer to another asset,
# or paying off a credit card.
# debits_sum keeps a running tally of how much is moving in each
# direction, and we'll return True if it ends up over the payment
# threshold.
debits_sum = decimal.Decimal(0) debits_sum = decimal.Decimal(0)
for post in data.iter_postings(txn): for post in data.iter_postings(txn):
# approval is required: if post.account.is_cash_equivalent() or post.account.is_credit_card():
# 1. When a payable is accrued
if (post.account.is_under('Liabilities:Payable:Accounts')
and post.is_debit(self.payment_threshold)):
return True
# 2. When funds leave a cash equivalent asset, UNLESS that
# transaction is a transfer to another asset, or paying off a
# credit card.
# In this case, debits_sum keeps a running tally of how much is
# moving in each direction, and we'll return True if it ends up over
# the payment threshold.
elif post.account.is_cash_equivalent() or post.account.is_credit_card():
debits_sum -= post.units.number or 0 debits_sum -= post.units.number or 0
return debits_sum > self.payment_threshold return debits_sum > self.payment_threshold
def _run_on_post(self, txn: Transaction, post: data.Posting) -> bool: def _run_on_post(self, txn: Transaction, post: data.Posting) -> bool:
if post.account.is_under('Liabilities:Payable:Accounts'): return post.account.is_cash_equivalent() and not post.is_credit(0)
threshold_check = post.is_debit(self.payment_threshold)
else:
threshold_check = post.is_payment(0)
return threshold_check is not False

View file

@ -24,15 +24,17 @@ REQUIRED_ACCOUNTS = {
'Assets:Bank:Checking', 'Assets:Bank:Checking',
'Assets:Cash', 'Assets:Cash',
'Assets:Savings', 'Assets:Savings',
'Liabilities:Payable:Accounts',
} }
NON_REQUIRED_ACCOUNTS = { NON_REQUIRED_ACCOUNTS = {
'Assets:Prepaid:Expenses', 'Assets:Prepaid:Expenses',
# Receivables are checked by meta_receivable_documentation
'Assets:Receivable:Accounts', 'Assets:Receivable:Accounts',
'Equity:QpeningBalance', 'Equity:QpeningBalance',
'Expenses:Other', 'Expenses:Other',
'Income:Other', 'Income:Other',
# Payables are checked by meta_payable_documentation
'Liabilities:Payable:Accounts',
'Liabilities:Payable:Vacation', 'Liabilities:Payable:Vacation',
'Liabilities:UnearnedIncome:Donations', 'Liabilities:UnearnedIncome:Donations',
} }