"""Test handling of tax-implication 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 . 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', '', } TEST_KEY = 'tax-implication' @pytest.fixture(scope='module') def hook(): return meta_tax_implication.MetaTaxImplication() @pytest.mark.parametrize('src_value,set_value', VALID_VALUES.items()) def test_valid_values_on_postings(hook, src_value, set_value): txn = testutil.Transaction(postings=[ ('Accrued:AccountsPayable', 25), ('Assets:Cash', -25, {TEST_KEY: src_value}), ]) errors = list(hook.run(txn)) assert not errors testutil.check_post_meta(txn, None, {TEST_KEY: set_value}) @pytest.mark.parametrize('src_value', INVALID_VALUES) def test_invalid_values_on_postings(hook, src_value): txn = testutil.Transaction(postings=[ ('Accrued:AccountsPayable', 25), ('Assets:Cash', -25, {TEST_KEY: src_value}), ]) errors = list(hook.run(txn)) assert errors testutil.check_post_meta(txn, None, {TEST_KEY: src_value}) @pytest.mark.parametrize('src_value,set_value', VALID_VALUES.items()) def test_valid_values_on_transactions(hook, src_value, set_value): txn = testutil.Transaction(**{TEST_KEY: src_value}, postings=[ ('Accrued:AccountsPayable', 25), ('Assets:Cash', -25), ]) errors = list(hook.run(txn)) assert not errors testutil.check_post_meta(txn, None, {TEST_KEY: set_value}) @pytest.mark.parametrize('src_value', INVALID_VALUES) def test_invalid_values_on_transactions(hook, src_value): txn = testutil.Transaction(**{TEST_KEY: src_value}, postings=[ ('Accrued:AccountsPayable', 25), ('Assets:Cash', -25), ]) errors = list(hook.run(txn)) assert errors testutil.check_post_meta(txn, None, None) @pytest.mark.parametrize('account', [ 'Accrued:AccountsPayable', 'Expenses:General', 'Liabilities:CreditCard', ]) def test_non_asset_accounts_skipped(hook, account): meta = {TEST_KEY: 'USA-Corporation'} txn = testutil.Transaction(postings=[ (account, 25), ('Assets:Cash', -25, meta.copy()), ]) errors = list(hook.run(txn)) assert not errors testutil.check_post_meta(txn, None, meta) def test_prepaid_expenses_skipped(hook, ): txn = testutil.Transaction(postings=[ ('Expenses:General', 25), ('Assets:PrepaidExpenses', -25), ]) errors = list(hook.run(txn)) assert not errors testutil.check_post_meta(txn, None, None) def test_asset_credits_skipped(hook, ): txn = testutil.Transaction(postings=[ ('Income:Donations', -25), ('Assets:Cash', 25), ]) errors = list(hook.run(txn)) assert not errors testutil.check_post_meta(txn, None, None) @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_validation_only_in_date_range(hook, date, need_value): txn = testutil.Transaction(date=date, postings=[ ('Liabilites:CreditCard', 25), ('Assets:Cash', -25), ]) errors = list(hook.run(txn)) assert bool(errors) == bool(need_value) testutil.check_post_meta(txn, None, None)