254 lines
8.3 KiB
Python
254 lines
8.3 KiB
Python
"""Test validation of entity metadata"""
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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 pytest
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from . import testutil
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from conservancy_beancount.plugin import meta_entity
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VALID_VALUES = {
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# Classic entity: LastName-FirstName
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'Smith-Alex',
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# Various people and companies have one-word names
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# Digits are allowed, as part of a name or standalone
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'Company19',
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'Company-19',
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# No case requirements
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'boyd-danah',
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# No limit on the number of parts of the name
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'B-van-der-A',
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# Names that have no ASCII are allowed, with or without dash separators
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'田中流星',
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'田中-流星',
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'スミスダコタ',
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'スミス-ダコタ',
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'Яшин-Данила',
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# Governments, using : as a hierarchy separator
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'BE',
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'US:KY',
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'CA:ON',
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# The PayPal importer allows ASCII punctuation in entity metadata
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'Du-Bois-W.-E.-B.',
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"O'Malley-Thomas",
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'O`Malley-Thomas',
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# import2ledger produces entities that end with -
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# That's probably a bug, but allow it for now.
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'foo-',
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}
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INVALID_VALUES = {
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# Starting with a - is not allowed
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'-foo',
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# Names that can be reduced to ASCII should be
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# Producers should change this to Uberentity or Ueberentity
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# I am not wild about this rule and would like to relax it—it's mostly
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# based on an expectation that entities are typed in by an American. That's
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# true less and less and it seems like we should reduce the amount of
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# mangling producers are expected to do. But it's the rule for today.
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'Überentity',
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# Whitespace is never allowed
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'Alex Smith',
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'田中\u00A0流星', # Non-breaking space
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# Non-ASCII punctuation is not allowed
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'Яшин—Данила', # em dash
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'O’Malley-Thomas', # Right-angled apostrophe
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'Du-Bois-W。-E。-B。', # Japanese period
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}
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ANONYMOUS_VALUES = {
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# Values produced by various importers that should be translated to
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# Anonymous.
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'',
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' ',
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'-',
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'--',
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'-----',
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'_',
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' _ ',
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'.',
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}
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TEST_KEY = 'entity'
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@pytest.fixture(scope='module')
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def hook():
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config = testutil.TestConfig()
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return meta_entity.MetaEntity(config)
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@pytest.mark.parametrize('src_value', VALID_VALUES)
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def test_valid_values_on_postings(hook, src_value):
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txn = testutil.Transaction(postings=[
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('Assets:Cash', -25),
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('Expenses:General', 25, {TEST_KEY: src_value}),
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])
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assert not any(hook.run(txn))
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@pytest.mark.parametrize('src_value', ANONYMOUS_VALUES)
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def test_anonymous_values_on_postings(hook, src_value):
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txn = testutil.Transaction(postings=[
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('Assets:Cash', -25),
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('Expenses:General', 25, {TEST_KEY: src_value}),
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])
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assert not any(hook.run(txn))
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assert txn.postings[-1].meta[TEST_KEY] == 'Anonymous'
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@pytest.mark.parametrize('src_value', INVALID_VALUES)
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def test_invalid_values_on_postings(hook, src_value):
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txn = testutil.Transaction(postings=[
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('Assets:Cash', -25),
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('Expenses:General', 25, {TEST_KEY: src_value}),
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])
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errors = list(hook.run(txn))
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assert len(errors) == 1
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assert errors[0].message == "Expenses:General has invalid entity: {}".format(src_value)
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@pytest.mark.parametrize('src_value', VALID_VALUES)
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def test_valid_values_on_transactions(hook, src_value):
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txn = testutil.Transaction(payee='Payee', **{TEST_KEY: src_value}, postings=[
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('Assets:Cash', -25),
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('Expenses:General', 25),
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])
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assert not any(hook.run(txn))
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# Make sure payee doesn't overwrite metadata. See payee test below.
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assert txn.meta[TEST_KEY] == src_value
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@pytest.mark.parametrize('src_value', ANONYMOUS_VALUES)
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def test_anonymous_values_on_transactions(hook, src_value):
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txn = testutil.Transaction(**{TEST_KEY: src_value}, postings=[
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('Assets:Cash', -25),
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('Expenses:General', 25),
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])
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assert not any(hook.run(txn))
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assert txn.meta[TEST_KEY] == 'Anonymous'
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@pytest.mark.parametrize('src_value', INVALID_VALUES)
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def test_invalid_values_on_transactions(hook, src_value):
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txn = testutil.Transaction(**{TEST_KEY: src_value}, postings=[
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('Assets:Cash', -25),
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('Expenses:General', 25),
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])
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errors = list(hook.run(txn))
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assert 1 <= len(errors) <= 2
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assert all(error.message == "transaction has invalid entity: {}".format(src_value)
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for error in hook.run(txn))
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@pytest.mark.parametrize('src_value', VALID_VALUES)
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def test_valid_values_on_payee(hook, src_value):
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txn = testutil.Transaction(payee=src_value, postings=[
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('Assets:Cash', -25),
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('Expenses:General', 25),
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])
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assert not any(hook.run(txn))
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# In this case, we want the hook to set metadata to make it easier to
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# write bean-queries.
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assert txn.meta[TEST_KEY] == src_value
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@pytest.mark.parametrize('src_value', ANONYMOUS_VALUES)
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def test_anonymous_values_on_payee(hook, src_value):
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txn = testutil.Transaction(payee=src_value, postings=[
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('Assets:Cash', -25),
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('Expenses:General', 25),
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])
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assert not any(hook.run(txn))
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assert txn.meta[TEST_KEY] == 'Anonymous'
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@pytest.mark.parametrize('src_value', INVALID_VALUES)
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def test_invalid_values_on_payee(hook, src_value):
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txn = testutil.Transaction(payee=src_value, postings=[
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('Assets:Cash', -25),
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('Expenses:General', 25),
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])
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errors = list(hook.run(txn))
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assert 1 <= len(errors) <= 2
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assert all(error.message == "transaction has invalid entity: {}".format(src_value)
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for error in hook.run(txn))
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@pytest.mark.parametrize('payee,src_value', testutil.combine_values(
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INVALID_VALUES,
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VALID_VALUES,
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))
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def test_invalid_payee_but_valid_metadata(hook, payee, src_value):
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txn = testutil.Transaction(**{'payee': payee, TEST_KEY: src_value}, postings=[
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('Assets:Cash', -25),
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('Expenses:Other', 25),
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])
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assert not any(hook.run(txn))
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def test_mixed_sources(hook):
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txn = testutil.Transaction(payee='Payee', postings=[
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('Income:Donations', -5),
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('Equity:Funds:Restricted', 5, {TEST_KEY: 'Entity'}),
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])
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assert not any(hook.run(txn))
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assert txn.postings[-1].meta[TEST_KEY] == 'Entity'
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assert txn.meta[TEST_KEY] == 'Payee'
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try:
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assert txn.postings[0].meta[TEST_KEY] == 'Payee'
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except (KeyError, TypeError):
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pass
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@pytest.mark.parametrize('account,required', [
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('Assets:Bank:Checking', False),
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('Assets:Cash', False),
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('Assets:Receivable:Accounts', True),
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('Assets:Receivable:Loans', True),
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('Equity:OpeningBalances', False),
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('Expenses:General', True),
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('Income:Donations', True),
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('Liabilities:CreditCard', False),
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('Liabilities:Payable:Accounts', True),
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('Liabilities:Payable:Vacation', True),
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('Liabilities:UnearnedIncome:Donations', False),
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])
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def test_which_accounts_required_on(hook, account, required):
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txn = testutil.Transaction(postings=[
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('Assets:Checking', -25),
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(account, 25),
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])
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errors = list(hook.run(txn))
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if not required:
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assert not errors
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else:
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assert errors
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assert any(error.message == "{} missing entity".format(account)
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for error in errors)
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def test_dont_set_entity_none(hook):
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txn = testutil.Transaction(postings=[
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('Expenses:Other', 5),
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('Assets:Cash', -5),
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])
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assert any(hook.run(txn))
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assert 'entity' not in txn.meta
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for post in txn.postings:
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assert post.meta is None or 'entity' not in post.meta
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def test_not_required_on_opening(hook):
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txn = testutil.OpeningBalance()
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assert not list(hook.run(txn))
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@pytest.mark.parametrize('date,need_value', [
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(testutil.EXTREME_FUTURE_DATE, False),
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(testutil.FUTURE_DATE, True),
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(testutil.FY_START_DATE, True),
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(testutil.FY_MID_DATE, True),
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(testutil.PAST_DATE, False),
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])
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def test_required_by_date(hook, date, need_value):
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txn = testutil.Transaction(date=date, postings=[
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('Income:Donations', -10),
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('Assets:Checking', 10),
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])
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assert any(hook.run(txn)) == need_value
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def test_still_required_on_flagged(hook):
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txn = testutil.Transaction(flag='!', postings=[
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('Income:Donations', -10),
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('Assets:Checking', 10),
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])
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assert list(hook.run(txn))
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