def run_test(input_csv, expected_out_csv):
lots = lot.load_lots(input_csv)
out = wash.perform_wash(lots, progress_logger.NullLogger())
expected = lot.load_lots(expected_out_csv)
out.sort(cmp=wash.cmp_by_buy_date)
expected.sort(cmp=wash.cmp_by_buy_date)
if out != expected:
print "Test failed:", input_csv
print "Got result:"
lot.print_lots(out)
print "\nExpected:"
lot.print_lots(expected)
else:
print "Test passed:", input_csv
def main():
parser = argparse.ArgumentParser()
parser.add_argument('-o', '--out_file')
parser.add_argument('-w', '--do_wash', metavar='in_file')
parser.add_argument('-q', '--quiet', action="store_true")
parser.add_argument('-m',
'--merge_split_lots',
action="store_true",
help='''Any split lots are merged back together at end.
This makes it easier to match the output to the input
lots, but can cause the buy-dates to be slightly
incorrect since a lot can only have a single buy date.
In this mode, some wash sale lots may have a loss that
is greater than the adjustment amount, instead of being
identical, i.e., only part of the loss in the lot is
actually a wash sale. This is expected in this mode..''')
parser.add_argument(
'-r',
'--adjust_for_dollar_rounding',
action="store_true",
help='''Some tax software packages will round the basis,
proceeds and adjustment to calculate the total loss (or
profit). This can cause problems for wash sales which
instead of having a loss of $0 may now have a profit of
$1, which results in a warning about a wash sale lot with
a profit. Fix this by slightly modifying the adjustment
amount so that the final loss will be $0 in such cases.
It is safe to use this option with the merge_split_lots
option.''')
parsed = parser.parse_args()
if parsed.do_wash:
lots = lot.load_lots(open(parsed.do_wash))
lot.print_lots(lots, False)
if parsed.quiet:
logger = progress_logger.NullLogger()
else:
logger = progress_logger.TermLogger()
out = perform_wash(lots, logger)
# merge split lots back together, if asked.
if parsed.merge_split_lots:
out = lot.merge_split_lots(out)
# make the adjustment safe for whole-dollar rounding arithmentic
if parsed.adjust_for_dollar_rounding:
lot.adjust_for_dollar_rounding(out)
# readable text output
print 'output:'
lot.print_lots(out,
merged=parsed.merge_split_lots,
rounded_dollars=parsed.adjust_for_dollar_rounding)
# CSV text output
if parsed.out_file:
print 'Saving final lots to', parsed.out_file
lot.save_lots(out, open(parsed.out_file, 'w'))
def main():
parser = argparse.ArgumentParser()
parser.add_argument('-o', '--out_file')
parser.add_argument('-w', '--do_wash', metavar='in_file')
parser.add_argument('-q', '--quiet', action="store_true")
parser.add_argument('-m', '--merge_split_lots', action="store_true",
help='''Any split lots are merged back together at end.
This makes it easier to match the output to the input
lots, but can cause the buy-dates to be slightly
incorrect since a lot can only have a single buy date.
In this mode, some wash sale lots may have a loss that
is greater than the adjustment amount, instead of being
identical, i.e., only part of the loss in the lot is
actually a wash sale. This is expected in this mode..''')
parser.add_argument('-r', '--adjust_for_dollar_rounding', action="store_true",
help='''Some tax software packages will round the basis,
proceeds and adjustment to calculate the total loss (or
profit). This can cause problems for wash sales which
instead of having a loss of $0 may now have a profit of
$1, which results in a warning about a wash sale lot with
a profit. Fix this by slightly modifying the adjustment
amount so that the final loss will be $0 in such cases.
It is safe to use this option with the merge_split_lots
option.''')
parsed = parser.parse_args()
if parsed.do_wash:
lots = lot.load_lots(open(parsed.do_wash))
lot.print_lots(lots, False)
if parsed.quiet:
logger = progress_logger.NullLogger()
else:
logger = progress_logger.TermLogger()
out = perform_wash(lots, logger)
# merge split lots back together, if asked.
if parsed.merge_split_lots:
out = lot.merge_split_lots(out)
# make the adjustment safe for whole-dollar rounding arithmentic
if parsed.adjust_for_dollar_rounding:
lot.adjust_for_dollar_rounding(out)
# readable text output
print 'output:'
lot.print_lots(out, merged=parsed.merge_split_lots,
rounded_dollars=parsed.adjust_for_dollar_rounding)
# CSV text output
if parsed.out_file:
print 'Saving final lots to', parsed.out_file
lot.save_lots(out, open(parsed.out_file, 'w'))
def run_test(input_csv, expected_out_csv, merge_split_lots=False,
rounded_dollars=False):
lots = lot.load_lots(open(input_csv))
out = wash.perform_wash(lots, progress_logger.NullLogger())
out.sort(cmp=wash.cmp_by_buy_date)
# merge split lots back together, if asked.
if merge_split_lots:
out = lot.merge_split_lots(out)
# make the adjustment safe for whole-dollar rounding arithmentic
if rounded_dollars:
lot.adjust_for_dollar_rounding(out)
# Sort both out and expected the same way, so we can compare them.
out.sort(cmp=wash.cmp_by_buy_date)
out_csv = StringIO.StringIO()
lot.save_lots(out, out_csv)
expected = lot.load_lots(open(expected_out_csv))
expected.sort(cmp=wash.cmp_by_buy_date)
expected_csv = StringIO.StringIO()
lot.save_lots(expected, expected_csv)
# Report pass/fail
mods = "(merged split-lots) " if merge_split_lots else ""
mods += "(safe for whole-dollar arithmetic) " if rounded_dollars else ""
# lot.__eq__ compares all members, including original_form_position
# and will also include any future internal data members. So, to compare
# the test vs expected, we use the output CSV file for both, which should
# be invariant.
if out_csv.getvalue() != expected_csv.getvalue():
print "****\n%sTest failed: %s" % (mods, input_csv)
print "Got result:"
print out_csv.getvalue()
print "\nExpected output:", expected_out_csv
print expected_csv.getvalue()
else:
print "%sTest passed: %s" % (mods, input_csv)
def main():
parser = argparse.ArgumentParser()
parser.add_argument('-o', '--out_file')
parser.add_argument('-w', '--do_wash', metavar='in_file')
parser.add_argument('-q', '--quiet', action="store_true")
parsed = parser.parse_args()
if parsed.do_wash:
lots = lot.load_lots(parsed.do_wash)
lot.print_lots(lots)
if parsed.quiet:
logger = progress_logger.NullLogger()
else:
logger = progress_logger.TermLogger()
out = perform_wash(lots, logger)
print 'output:'
lot.print_lots(out)
if parsed.out_file:
print 'Saving final lots to', parsed.out_file
lot.save_lots(out, parsed.out_file)
def main():
parser = argparse.ArgumentParser()
parser.add_argument('-o', '--out_file')
parser.add_argument('-w', '--do_wash', metavar='in_file')
parser.add_argument('-q', '--quiet', action="store_true")
parsed = parser.parse_args()
if parsed.do_wash:
lots = lot.load_lots(parsed.do_wash)
lot.print_lots(lots)
if parsed.quiet:
logger = progress_logger.NullLogger()
else:
logger = progress_logger.TermLogger()
out = perform_wash(lots, logger)
print 'output:'
lot.print_lots(out)
if parsed.out_file:
print 'Saving final lots to', parsed.out_file
lot.save_lots(out, parsed.out_file)
