conservancy_beancount/tests/test_meta_entity.py

250 lines
8.3 KiB
Python
Raw Blame History

This file contains ambiguous Unicode characters

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

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