457 lines
14 KiB
Python
457 lines
14 KiB
Python
"""test_reports_balance - Unit tests for reports.core.Balance"""
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# Copyright © 2020 Brett Smith
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# License: AGPLv3-or-later WITH Beancount-Plugin-Additional-Permission-1.0
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#
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# Full copyright and licensing details can be found at toplevel file
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# LICENSE.txt in the repository.
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import itertools
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from decimal import Decimal
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import pytest
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from . import testutil
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import babel.numbers
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from conservancy_beancount.reports import core
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DEFAULT_STRINGS = [
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({}, "Zero balance"),
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({'JPY': 0, 'BRL': 0}, "0.00 BRL, 0 JPY"),
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({'USD': '20.00'}, "20.00 USD"),
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({'EUR': '50.00', 'GBP': '80.00'}, "80.00 GBP, 50.00 EUR"),
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({'JPY': '-5500.00', 'BRL': '-8500.00'}, "-8,500.00 BRL, -5,500 JPY"),
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({'USD': 10, 'EUR': '.00015'}, "10.00 USD"),
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({'JPY': '-.00015'}, "-0 JPY"),
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]
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TOLERANCES = [Decimal(n) for n in ['.1', '.01', '.001', 0]]
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def amounts_from_map(currency_map):
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for code, number in currency_map.items():
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yield testutil.Amount(number, code)
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def test_empty_balance():
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balance = core.Balance()
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assert not balance
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assert len(balance) == 0
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assert balance.is_zero()
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with pytest.raises(KeyError):
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balance['USD']
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@pytest.mark.parametrize('currencies', [
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'USD',
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'EUR GBP',
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'JPY INR BRL',
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])
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def test_zero_balance(currencies):
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keys = currencies.split()
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balance = core.Balance(testutil.Amount(0, key) for key in keys)
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assert balance
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assert len(balance) == len(keys)
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assert balance.is_zero()
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assert all(balance[key].number == 0 for key in keys)
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assert all(balance[key].currency == key for key in keys)
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@pytest.mark.parametrize('currencies', [
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'USD',
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'EUR GBP',
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'JPY INR BRL',
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])
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def test_nonzero_balance(currencies):
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amounts = dict(zip(currencies.split(), itertools.count(110, 100)))
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balance = core.Balance(amounts_from_map(amounts))
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assert balance
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assert len(balance) == len(amounts)
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assert not balance.is_zero()
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assert all(balance[key] == testutil.Amount(amt, key) for key, amt in amounts.items())
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def test_mixed_balance():
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amounts = {'USD': 0, 'EUR': 120}
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balance = core.Balance(amounts_from_map(amounts))
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assert balance
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assert len(balance) == 2
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assert not balance.is_zero()
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assert all(balance[key] == testutil.Amount(amt, key) for key, amt in amounts.items())
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def test_init_recurring_currency():
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balance = core.Balance([
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testutil.Amount(20),
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testutil.Amount(40),
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testutil.Amount(60, 'EUR'),
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testutil.Amount(-80),
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])
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assert balance
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assert balance['EUR'] == testutil.Amount(60, 'EUR')
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assert balance['USD'] == testutil.Amount(-20)
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def test_init_zeroed_out():
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balance = core.Balance([
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testutil.Amount(25),
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testutil.Amount(40, 'EUR'),
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testutil.Amount(-25),
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testutil.Amount(-40, 'EUR'),
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])
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assert balance.is_zero()
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@pytest.mark.parametrize('mapping,expected', [
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({}, True),
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({'USD': 0}, True),
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({'USD': 0, 'EUR': 0}, True),
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({'USD': -10, 'EUR': 0}, False),
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({'EUR': -10}, False),
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({'USD': -10, 'EUR': -20}, False),
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({'USD': 10, 'EUR': -20}, False),
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({'JPY': 10}, False),
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({'JPY': 10, 'BRL': 0}, False),
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({'JPY': 10, 'BRL': 20}, False),
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({'USD': '0.00015'}, True),
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({'EUR': '-0.00052'}, True),
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])
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def test_eq_zero(mapping, expected):
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balance = core.Balance(amounts_from_map(mapping))
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assert balance.eq_zero() == expected
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assert balance.is_zero() == expected
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@pytest.mark.parametrize('mapping,expected', [
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({}, True),
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({'USD': 0}, True),
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({'USD': 0, 'EUR': 0}, True),
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({'EUR': -10}, False),
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({'USD': 10, 'EUR': -20}, False),
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({'USD': -10, 'EUR': -20}, False),
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({'JPY': 10}, True),
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({'JPY': 10, 'BRL': 0}, True),
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({'JPY': 10, 'BRL': 20}, True),
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({'USD': '0.00015'}, True),
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({'EUR': '-0.00052'}, True),
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({'RUB': core.Balance.TOLERANCE}, True),
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({'RUB': -core.Balance.TOLERANCE}, False),
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])
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def test_ge_zero(mapping, expected):
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balance = core.Balance(amounts_from_map(mapping))
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assert balance.ge_zero() == expected
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@pytest.mark.parametrize('mapping,expected', [
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({}, True),
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({'USD': 0}, True),
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({'USD': 0, 'EUR': 0}, True),
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({'EUR': -10}, True),
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({'USD': 10, 'EUR': -20}, False),
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({'USD': -10, 'EUR': -20}, True),
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({'JPY': 10}, False),
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({'JPY': 10, 'BRL': 0}, False),
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({'JPY': 10, 'BRL': 20}, False),
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({'USD': '0.00015'}, True),
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({'EUR': '-0.00052'}, True),
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({'RUB': core.Balance.TOLERANCE}, False),
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({'RUB': -core.Balance.TOLERANCE}, True),
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])
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def test_le_zero(mapping, expected):
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balance = core.Balance(amounts_from_map(mapping))
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assert balance.le_zero() == expected
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@pytest.mark.parametrize('mapping', [
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{},
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{'USD': 0},
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{'EUR': 10},
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{'JPY': 20, 'BRL': 30},
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{'EUR': -15},
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{'JPY': -25, 'BRL': -35},
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{'JPY': 40, 'USD': 0, 'EUR': -50},
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])
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def test_abs(mapping):
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actual = abs(core.Balance(amounts_from_map(mapping)))
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assert set(actual) == set(mapping)
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for key, number in mapping.items():
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assert actual[key] == testutil.Amount(abs(number), key)
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@pytest.mark.parametrize('mapping', [
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{},
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{'USD': 0},
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{'EUR': 10},
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{'JPY': 20, 'BRL': 30},
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{'EUR': -15},
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{'JPY': -25, 'BRL': -35},
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{'JPY': 40, 'USD': 0, 'EUR': -50},
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])
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def test_neg(mapping):
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actual = -core.Balance(amounts_from_map(mapping))
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assert set(actual) == set(mapping)
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for key, number in mapping.items():
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assert actual[key] == testutil.Amount(-number, key)
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@pytest.mark.parametrize('mapping', [
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{},
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{'USD': 0},
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{'EUR': 10},
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{'JPY': 20, 'BRL': 30},
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{'EUR': -15},
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{'JPY': -25, 'BRL': -35},
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{'JPY': 40, 'USD': 0, 'EUR': -50},
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])
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def test_pos(mapping):
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amounts = frozenset(amounts_from_map(mapping))
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actual = +core.Balance(amounts)
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assert set(actual.values()) == amounts
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@pytest.mark.parametrize('map1,map2,expected', [
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({}, {}, True),
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({}, {'USD': 0}, True),
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({}, {'EUR': 1}, False),
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({'USD': 1}, {'EUR': 1}, False),
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({'USD': 1}, {'USD': '1.0'}, True),
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({'USD': 1}, {'USD': '1.0', 'EUR': '2.0'}, False),
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({'USD': 1, 'BRL': '2.0'}, {'USD': '1.0', 'EUR': '2.0'}, False),
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({'USD': 1, 'EUR': 2, 'BRL': '3.0'}, {'USD': '1.0', 'EUR': '2.0'}, False),
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({'USD': 1, 'EUR': 2}, {'USD': '1.0', 'EUR': '2.0'}, True),
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])
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def test_eq(map1, map2, expected):
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bal1 = core.Balance(amounts_from_map(map1))
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bal2 = core.Balance(amounts_from_map(map2))
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actual = bal1 == bal2
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assert actual == expected
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@pytest.mark.parametrize('tolerance', TOLERANCES)
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def test_eq_considers_tolerance(tolerance):
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tolerance = Decimal(tolerance)
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mapping = {'EUR': 100, 'USD': '.002'}
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bal1 = core.Balance(amounts_from_map(mapping))
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mapping['USD'] = '.004'
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bal2 = core.Balance(amounts_from_map(mapping), tolerance)
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assert (bal1 == bal2) == (tolerance > Decimal('.002'))
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@pytest.mark.parametrize('number,currency', {
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(50, 'USD'),
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(-50, 'USD'),
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(50000, 'BRL'),
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(-4000, 'BRL'),
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})
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def test_add_amount(number, currency):
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start_amount = testutil.Amount(500, 'USD')
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start_bal = core.Balance([start_amount])
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add_amount = testutil.Amount(number, currency)
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actual = start_bal + add_amount
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if currency == 'USD':
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assert len(actual) == 1
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assert actual['USD'] == testutil.Amount(500 + number)
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else:
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assert len(actual) == 2
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assert actual['USD'] == start_amount
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assert actual[currency] == add_amount
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assert start_bal == {'USD': start_amount}
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@pytest.mark.parametrize('number,currency', {
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(50, 'USD'),
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(-50, 'USD'),
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(50000, 'BRL'),
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(-4000, 'BRL'),
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})
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def test_iadd_amount(number, currency):
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balance = core.MutableBalance([testutil.Amount(500, 'USD')])
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add_amount = testutil.Amount(number, currency)
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balance += add_amount
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if currency == 'USD':
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assert len(balance) == 1
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assert balance['USD'] == testutil.Amount(500 + number)
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else:
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assert len(balance) == 2
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assert balance['USD'] == testutil.Amount(500)
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assert balance[currency] == add_amount
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@pytest.mark.parametrize('number,currency', {
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(50, 'USD'),
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(-50, 'USD'),
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(50000, 'BRL'),
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(-4000, 'BRL'),
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})
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def test_sub_amount(number, currency):
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start_amount = testutil.Amount(500, 'USD')
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start_bal = core.Balance([start_amount])
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sub_amount = testutil.Amount(number, currency)
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actual = start_bal - sub_amount
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if currency == 'USD':
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assert len(actual) == 1
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assert actual['USD'] == testutil.Amount(500 - number)
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else:
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assert len(actual) == 2
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assert actual['USD'] == start_amount
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assert actual[currency] == -sub_amount
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assert start_bal == {'USD': start_amount}
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@pytest.mark.parametrize('number,currency', {
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(50, 'USD'),
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(-50, 'USD'),
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(50000, 'BRL'),
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(-4000, 'BRL'),
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})
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def test_isub_amount(number, currency):
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balance = core.MutableBalance([testutil.Amount(500, 'USD')])
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sub_amount = testutil.Amount(number, currency)
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balance -= sub_amount
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if currency == 'USD':
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assert len(balance) == 1
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assert balance['USD'] == testutil.Amount(500 - number)
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else:
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assert len(balance) == 2
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assert balance['USD'] == testutil.Amount(500)
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assert balance[currency] == -sub_amount
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@pytest.mark.parametrize('mapping', [
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{},
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{'USD': 0},
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{'EUR': 10},
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{'JPY': 20, 'BRL': 30},
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{'EUR': -15},
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{'JPY': -25, 'BRL': -35},
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{'JPY': 40, 'USD': 0, 'EUR': -50},
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])
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def test_add_balance(mapping):
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expect_numbers = {'USD': 500, 'BRL': 40000}
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start_bal = core.Balance(amounts_from_map(expect_numbers))
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for code, number in mapping.items():
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expect_numbers[code] = expect_numbers.get(code, 0) + number
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add_bal = core.Balance(amounts_from_map(mapping))
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actual = start_bal + add_bal
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expected = core.Balance(amounts_from_map(expect_numbers))
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assert actual == expected
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@pytest.mark.parametrize('mapping', [
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{},
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{'USD': 0},
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{'EUR': 10},
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{'JPY': 20, 'BRL': 30},
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{'EUR': -15},
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{'JPY': -25, 'BRL': -35},
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{'JPY': 40, 'USD': 0, 'EUR': -50},
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])
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def test_iadd_balance(mapping):
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expect_numbers = {'USD': 500, 'BRL': 40000}
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balance = core.MutableBalance(amounts_from_map(expect_numbers))
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for code, number in mapping.items():
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expect_numbers[code] = expect_numbers.get(code, 0) + number
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balance += core.Balance(amounts_from_map(mapping))
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expected = core.Balance(amounts_from_map(expect_numbers))
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assert balance == expected
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@pytest.mark.parametrize('tolerance', TOLERANCES)
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def test_copy(tolerance):
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eur = testutil.Amount('.003', 'EUR')
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source = core.Balance([eur], tolerance)
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new = source.copy()
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assert source is not new
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assert dict(source) == dict(new)
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assert new.tolerance == tolerance
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@pytest.mark.parametrize('tolerance', TOLERANCES)
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def test_copy_tolerance_arg(tolerance):
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eur = testutil.Amount('.003', 'EUR')
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source = core.Balance([eur])
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new = source.copy(tolerance)
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assert source is not new
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assert dict(source) == dict(new)
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assert new.tolerance == tolerance
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@pytest.mark.parametrize('tolerance', TOLERANCES)
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def test_clean_copy(tolerance):
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usd = testutil.Amount(10)
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eur = testutil.Amount('.002', 'EUR')
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actual = core.Balance([usd, eur], tolerance).clean_copy()
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if tolerance < eur.number:
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expected = {usd, eur}
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else:
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expected = {usd}
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assert frozenset(actual.values()) == expected
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assert actual.tolerance == tolerance
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@pytest.mark.parametrize('tolerance', TOLERANCES)
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def test_clean_copy_arg(tolerance):
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usd = testutil.Amount(10)
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eur = testutil.Amount('.002', 'EUR')
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actual = core.Balance([usd, eur], 0).clean_copy(tolerance)
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if tolerance < eur.number:
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expected = {usd, eur}
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else:
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expected = {usd}
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assert frozenset(actual.values()) == expected
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assert actual.tolerance == tolerance
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@pytest.mark.parametrize('mapping,expected', DEFAULT_STRINGS)
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def test_str(mapping, expected):
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balance = core.Balance(amounts_from_map(mapping))
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assert str(balance) == expected
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@pytest.mark.parametrize('mapping,expected', DEFAULT_STRINGS)
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def test_format_defaults(mapping, expected):
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balance = core.Balance(amounts_from_map(mapping))
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assert balance.format() == expected
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@pytest.mark.parametrize('fmt,expected', [
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('¤##0.0', '¥5000, -€1500.00'),
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('#,##0.0¤¤', '5,000JPY, -1,500.00EUR'),
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('¤+##0.0;¤-##0.0', '¥+5000, €-1500.00'),
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('#,##0.0 ¤¤;(#,##0.0 ¤¤)', '5,000 JPY, (1,500.00 EUR)'),
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])
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def test_format_fmt(fmt, expected):
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amounts = [testutil.Amount(5000, 'JPY'), testutil.Amount(-1500, 'EUR')]
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balance = core.Balance(amounts)
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assert balance.format(fmt) == expected
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@pytest.mark.parametrize('sep', [
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'; ',
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'—',
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'\0',
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])
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def test_format_sep(sep):
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mapping, expected = DEFAULT_STRINGS[-1]
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expected = expected.replace(', ', sep)
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balance = core.Balance(amounts_from_map(mapping))
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assert balance.format(sep=sep) == expected
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@pytest.mark.parametrize('number', [65000, -77000])
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def test_format_none(number):
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args = (number, 'BRL')
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balance = core.Balance([testutil.Amount(*args)])
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expected = babel.numbers.format_currency(*args, format_type='accounting')
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assert balance.format(None) == expected
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@pytest.mark.parametrize('empty', [
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"N/A",
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"Zero",
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"ø",
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])
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def test_format_empty(empty):
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balance = core.Balance()
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assert balance.format(empty=empty) == empty
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@pytest.mark.parametrize('currency,fmt', itertools.product(
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['USD', 'JPY', 'BRL'],
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[None, '¤#,##0.00', '###0.00 ¤¤'],
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))
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def test_format_zero_balance_fmt(currency, fmt):
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zero_amt = testutil.Amount(0, currency)
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nonzero_amt = testutil.Amount(9, currency)
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zero_bal = core.Balance([zero_amt])
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nonzero_bal = core.Balance([nonzero_amt])
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expected = nonzero_bal.format(fmt).replace('9', '0')
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assert zero_bal.format(fmt) == expected
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@pytest.mark.parametrize('currency,fmt', testutil.combine_values(
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['USD', 'JPY', 'BRL'],
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["N/A", "Zero", "ø"],
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))
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def test_format_zero_balance_zero_str(currency, fmt):
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zero_amt = testutil.Amount(0, currency)
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zero_bal = core.Balance([zero_amt])
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assert zero_bal.format(zero=fmt) == fmt
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@pytest.mark.parametrize('tolerance', TOLERANCES)
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def test_format_zero_balance_with_tolerance(tolerance):
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chf = testutil.Amount('.005', 'CHF')
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actual = core.Balance([chf]).format(zero="ø", tolerance=tolerance)
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if tolerance > chf.number:
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assert actual == "ø"
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else:
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assert actual == "0.00 CHF"
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