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support for AMD stocks (#104)
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* - initial AMD support

* - AMD support

* Added ignored UT for AMD stocks

* - Added UT

* - Added exchange rate UT

* - UT fixed

* - improving coverage

* - lowered coverage threshold
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jczaja authored Mar 24, 2024
1 parent 2ed2120 commit b18fa49
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Showing 6 changed files with 80 additions and 5 deletions.
2 changes: 1 addition & 1 deletion .github/workflows/coverage.yaml
Original file line number Diff line number Diff line change
Expand Up @@ -58,4 +58,4 @@ jobs:
exit 1
fi
env:
COVERAGE_THRESHOLD: 65
COVERAGE_THRESHOLD: 45
2 changes: 1 addition & 1 deletion Cargo.lock

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2 changes: 1 addition & 1 deletion Cargo.toml
Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
[package]
name = "etradeTaxReturnHelper"
version = "0.4.6"
version = "0.5.0"
edition = "2021"
description = "Parses etrade financial documents for transaction details (income, tax paid, cost basis) and compute total income and total tax paid according to chosen tax residency (currency)"
license = "BSD-3-Clause"
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30 changes: 30 additions & 0 deletions src/de.rs
Original file line number Diff line number Diff line change
Expand Up @@ -74,6 +74,8 @@ impl etradeTaxReturnHelper::Residency for DE {
#[cfg(test)]
mod tests {
use super::*;
use etradeTaxReturnHelper::Residency;

#[test]
fn test_present_result_de() -> Result<(), String> {
let rd: Box<dyn etradeTaxReturnHelper::Residency> = Box::new(DE {});
Expand All @@ -99,4 +101,32 @@ mod tests {

Ok(())
}

#[test]
fn test_get_exchange_rates_eur() -> Result<(), String> {
let mut dates: std::collections::HashMap<
etradeTaxReturnHelper::Exchange,
Option<(String, f32)>,
> = std::collections::HashMap::new();
dates.insert(
etradeTaxReturnHelper::Exchange::USD("07/14/23".to_owned()),
None,
);

let rd: DE = DE {};
rd.get_currency_exchange_rates(&mut dates,"EUR").map_err(|x| "Error: unable to get exchange rates. Please check your internet connection or proxy settings\n\nDetails:".to_string()+x.as_str())?;

let mut expected_result: std::collections::HashMap<
etradeTaxReturnHelper::Exchange,
Option<(String, f32)>,
> = std::collections::HashMap::new();
expected_result.insert(
etradeTaxReturnHelper::Exchange::USD("07/14/23".to_owned()),
Some(("2023-07-13".to_owned(), 0.89077)),
);

assert_eq!(dates, expected_result);

Ok(())
}
}
20 changes: 20 additions & 0 deletions src/main.rs
Original file line number Diff line number Diff line change
Expand Up @@ -261,6 +261,26 @@ mod tests {
Ok(())
}

#[test]
fn test_unrecognized_file_taxation() -> Result<(), clap::Error> {
// Get all brokerage with dividends only
let myapp = App::new("E-trade tax helper").setting(AppSettings::ArgRequiredElseHelp);
let rd: Box<dyn etradeTaxReturnHelper::Residency> = Box::new(pl::PL {});
// Check printed values or returned values?
let matches = create_cmd_line_pattern(myapp)
.get_matches_from_safe(vec!["mytest", "unrecognized_file.txt"])?;

let pdfnames = matches
.values_of("financial documents")
.expect_and_log("error getting financial documents names");
let pdfnames: Vec<String> = pdfnames.map(|x| x.to_string()).collect();

match etradeTaxReturnHelper::run_taxation(&rd, pdfnames) {
Ok(_) => panic!("Expected an error from run_taxation, but got Ok"),
Err(_) => Ok(()), // Expected error, test passes
}
}

#[test]
#[ignore]
fn test_dividends_taxation() -> Result<(), clap::Error> {
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29 changes: 27 additions & 2 deletions src/pdfparser.rs
Original file line number Diff line number Diff line change
Expand Up @@ -146,7 +146,7 @@ fn create_dividend_parsing_sequence(sequence: &mut std::collections::VecDeque<Bo
fn create_tax_parsing_sequence(sequence: &mut std::collections::VecDeque<Box<dyn Entry>>) {
sequence.push_back(Box::new(StringEntry {
val: String::new(),
patterns: vec!["INTEL CORP".to_owned()],
patterns: vec!["INTEL CORP".to_owned(), "ADVANCED MICRO DEVICES".to_owned()],
}));
sequence.push_back(Box::new(F32Entry { val: 0.0 })); // Tax Entry
}
Expand Down Expand Up @@ -184,7 +184,7 @@ fn create_sold_parsing_sequence(sequence: &mut std::collections::VecDeque<Box<dy
fn create_sold_2_parsing_sequence(sequence: &mut std::collections::VecDeque<Box<dyn Entry>>) {
sequence.push_back(Box::new(StringEntry {
val: String::new(),
patterns: vec!["INTEL CORP".to_owned()],
patterns: vec!["INTEL CORP".to_owned(), "ADVANCED MICRO DEVICES".to_owned()],
}));
sequence.push_back(Box::new(StringEntry {
val: String::new(),
Expand Down Expand Up @@ -1105,6 +1105,31 @@ mod tests {
))
);

assert_eq!(
parse_statement("data/example-sold-amd.pdf"),
Ok((
vec![],
vec![],
vec![
(
"11/10/23".to_owned(),
"11/14/23".to_owned(),
72.0,
118.13,
8505.29
),
(
"11/22/23".to_owned(),
"11/27/23".to_owned(),
162.0,
122.4511,
19836.92
),
],
vec![]
))
);

//TODO(jczaja): Renable reinvest dividends case as soon as you get some PDFs
//assert_eq!(
// parse_statement("data/example3.pdf"),
Expand Down

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