Commit graph

17 commits

Author SHA1 Message Date
Brett Smith
328f59231c meta_tax_implication: Accept titlecased values. 2021-02-11 11:17:24 -05:00
Brett Smith
fdd9f2847b plugin: Skip enum value checks with a flag+FIXME.
We've long supported skipping documentation checks by flagging the
transaction. We haven't done the same for enumerated metadata because we
need it less often, and bad values tend to do more damage to reports.

However, occasionally when something very off-process happens, we do need it
as a matter of expediency. So support it.

In order to skip validation of these fields, the plugin requires that the
value start with the string "FIXME". This helps ensure that reports have a
consistent way to detect and warn about unfilled values in flagged
transactions.
2021-01-29 09:38:37 -05:00
Brett Smith
5c6d9d6f69 tax_implication: Bugfix "Corp" abbreviation in values. 2021-01-18 15:49:39 -05:00
Brett Smith
31cee4e0ba meta_tax_implication: New values for grant recipients. 2021-01-18 15:45:31 -05:00
Brett Smith
1b7fdf4f3b Clarify and organize license info including additional permission. 2021-01-08 16:58:04 -05:00
Brett Smith
680bb6e305 meta_tax_implication: Update values for TY2020 1099-MISC changes.
Support the new 1099-NEC form.
2020-07-28 16:41:34 -04:00
Brett Smith
552ef45f47 plugin: Be more selective about when ! skips validation.
It makes sense to let the bookkeeper skip validations in situations
where the metadata requires information that might not be available
when entered. It does not make sense to skip validations that *must*
be available and affect the structure of the books, like project and
entity.

This commit ensures every plugin hook has a test for flagged
transactions, even for hooks that currently have the desired
behavior where no code changes were required for the test to
pass.
2020-05-21 21:58:48 -04:00
Brett Smith
e3e782c028 tests: Style cleanup. 2020-05-21 21:57:29 -04:00
Brett Smith
be35f36d26 meta_tax_implication: Add Chargeback value. 2020-05-01 15:54:40 -04:00
Brett Smith
08a3151bfa meta_tax_implication: Remove unused values. 2020-05-01 15:52:27 -04:00
Brett Smith
c712105bed Revise chart of accounts used throughout.
The main impetus of this change is to rename accounts that were outside
Beancount's accepted five root accounts, to move them into that
structure. This includes:

  Accrued:*Payable: → Liabilities:Payable:*
  Accrued:*Receivable: → Assets:Receivable:*
  UneanedIncome:* → Liabilities:UnearnedIncome:*

Note the last change did inspire in a change to our validation rules. We no
longer require income-type on unearned income, because it's no longer
considered income at all. Once it's earned and converted to an Income
account, that has an income-type of course.

This did inspire another rename that was not required, but
provided more consistency with the other account names above:

  Assets:Prepaid* → Assets:Prepaid:*

Where applicable, I have generally extended tests to make sure one of each
of the five account types is tested. (This mostly meant adding an Equity
account to the tests.) I also added tests for key parts of the hierarchy,
like Assets:Receivable and Liabilities:Payable, where applicable.

As part of this change, Account.is_real_asset() got renamed to
Account.is_cash_equivalent(), to better self-document its purpose.
2020-04-03 10:34:10 -04:00
Brett Smith
0d370c445b plugin: User configuration is passed to hooks on initialization. 2020-03-19 17:23:27 -04:00
Brett Smith
501bd251cb tests: Turn tested hooks into fixtures.
This is in preparation for passing configuration to hooks.
That'll be a big change already, so I wanted this to be a
boring diff first.
2020-03-19 15:04:53 -04:00
Brett Smith
3f9e67de3a meta_tax_implication: Don't enforce on Assets:PrepaidExpenses. 2020-03-18 09:00:47 -04:00
Brett Smith
e7720b8fb8 tests: Add check_post_meta.
This makes it simple to conveniently check all posting metadata in tests.
2020-03-16 10:15:31 -04:00
Brett Smith
a41feb94b3 plugin: Transform posting hooks into transaction hooks.
I feel like posting hooks a case of premature optimization in early
development. This approach reduces the number of special cases in
the code and allows us to more strongly reason about hooks in the
type system.
2020-03-15 15:50:14 -04:00
Brett Smith
c9ff4ab746 plugin: Settle on words-with-dashes metadata keys. 2020-03-15 10:36:49 -04:00
Renamed from tests/test_meta_taxImplication.py (Browse further)