fuj-management/tests/test_reconcile_exceptions.py

import unittest
from scripts.match_payments import reconcile

class TestReconcileWithExceptions(unittest.TestCase):
    def test_reconcile_applies_exceptions(self):
        # 1. Setup mock data
        # Member: Alice, Tier A, expected 750 (attendance-based)
        members = [
            ('Alice', 'A', {'2026-01': (750, 4)})
        ]
        sorted_months = ['2026-01']
        
        # Exception: Alice should only pay 400 in 2026-01 (normalized keys, no accents)
        exceptions = {
            ('alice', '2026-01'): {'amount': 400, 'note': 'Test exception'}
        }
        
        # Transaction: Alice paid 400
        transactions = [{
            'date': '2026-01-05',
            'amount': 400,
            'person': 'Alice',
            'purpose': '2026-01',
            'inferred_amount': 400,
            'sender': 'Alice Sender',
            'message': 'fee'
        }]
        
        # 2. Reconcile
        result = reconcile(members, sorted_months, transactions, exceptions)
        
        # 3. Assertions
        alice_data = result['members']['Alice']
        jan_data = alice_data['months']['2026-01']
        
        self.assertEqual(jan_data['expected'], 400, "Expected amount should be overridden by exception")
        self.assertEqual(jan_data['paid'], 400, "Paid amount should be 400")
        self.assertEqual(alice_data['total_balance'], 0, "Balance should be 0 because 400/400")
        
    def test_reconcile_fallback_to_attendance(self):
        # Alice has attendance-based fee 750, NO exception
        members = [
            ('Alice', 'A', {'2026-01': (750, 4)})
        ]
        sorted_months = ['2026-01']
        exceptions = {} # No exceptions
        
        transactions = []
        
        result = reconcile(members, sorted_months, transactions, exceptions)
        
        alice_data = result['members']['Alice']
        self.assertEqual(alice_data['months']['2026-01']['expected'], 750, "Should fallback to attendance fee")

def _tx(person, purpose, amount):
    return {
        'date': '2026-01-01',
        'amount': amount,
        'person': person,
        'purpose': purpose,
        'inferred_amount': amount,
        'sender': 'Sender',
        'message': 'fee',
    }


class TestMultiMonthAllocation(unittest.TestCase):
    """Fee-aware allocation across multiple months in a single payment."""

    def test_greedy_exact_match(self):
        """Payment equals total expected → every month fully covered (green)."""
        members = [('Alice', 'A', {'2026-02': (750, 3), '2026-03': (350, 3), '2026-04': (150, 2)})]
        sorted_months = ['2026-02', '2026-03', '2026-04']
        tx = _tx('Alice', '2026-02, 2026-03, 2026-04', 1250)

        result = reconcile(members, sorted_months, [tx])
        months = result['members']['Alice']['months']

        self.assertEqual(int(months['2026-02']['paid']), 750)
        self.assertEqual(int(months['2026-03']['paid']), 350)
        self.assertEqual(int(months['2026-04']['paid']), 150)

    def test_greedy_overpayment_goes_to_credit(self):
        """Payment exceeds total expected → each month fully covered, surplus → credit."""
        members = [('Alice', 'A', {'2026-01': (750, 3), '2026-02': (750, 3)})]
        sorted_months = ['2026-01', '2026-02']
        tx = _tx('Alice', '2026-01, 2026-02', 2000)

        result = reconcile(members, sorted_months, [tx])
        months = result['members']['Alice']['months']

        self.assertEqual(int(months['2026-01']['paid']), 750)
        self.assertEqual(int(months['2026-02']['paid']), 750)
        self.assertEqual(result['credits'].get('Alice', 0), 500)

    def test_underpayment_fills_earliest_first(self):
        """Payment < total expected → fill earliest months first, spill remainder to later."""
        members = [('Alice', 'A', {'2026-02': (750, 3), '2026-03': (350, 3), '2026-04': (750, 3)})]
        sorted_months = ['2026-02', '2026-03', '2026-04']
        amount = 1250
        tx = _tx('Alice', '2026-02, 2026-03, 2026-04', amount)

        result = reconcile(members, sorted_months, [tx])
        months = result['members']['Alice']['months']

        # 02 filled first (750), then 03 (350), then remainder 150 to 04
        self.assertAlmostEqual(months['2026-02']['paid'], 750, places=2)
        self.assertAlmostEqual(months['2026-03']['paid'], 350, places=2)
        self.assertAlmostEqual(months['2026-04']['paid'], 150, places=2)
        # No CZK lost
        self.assertAlmostEqual(
            months['2026-02']['paid'] + months['2026-03']['paid'] + months['2026-04']['paid'],
            amount, places=2,
        )

    def test_fill_first_across_two_transactions(self):
        """Prior txn fills 02 partially; later txn finishes 02 then spills to 03."""
        members = [('Matyáš', 'A', {'2026-02': (500, 2), '2026-03': (250, 1)})]
        sorted_months = ['2026-02', '2026-03']
        tx1 = _tx('Matyáš', '2026-02', 200)
        tx2 = _tx('Matyáš', '2026-02, 2026-03', 550)

        result = reconcile(members, sorted_months, [tx1, tx2])
        months = result['members']['Matyáš']['months']

        self.assertAlmostEqual(months['2026-02']['paid'], 500, places=2)
        self.assertAlmostEqual(months['2026-03']['paid'], 250, places=2)

    def test_single_month_unchanged(self):
        """Single-month payment: full amount goes to that month (regression guard)."""
        members = [('Alice', 'A', {'2026-01': (750, 3)})]
        sorted_months = ['2026-01']
        tx = _tx('Alice', '2026-01', 750)

        result = reconcile(members, sorted_months, [tx])
        self.assertAlmostEqual(result['members']['Alice']['months']['2026-01']['paid'], 750, places=2)

    def test_two_members_multi_month(self):
        """Two members, 2 months: each member gets member_share, then fee-aware per month."""
        members = [
            ('Alice', 'A', {'2026-01': (750, 3), '2026-02': (350, 3)}),
            ('Bob',   'A', {'2026-01': (750, 3), '2026-02': (350, 3)}),
        ]
        sorted_months = ['2026-01', '2026-02']
        # Both members pay together; total expected per member = 1100
        tx = _tx('Alice, Bob', '2026-01, 2026-02', 2200)

        result = reconcile(members, sorted_months, [tx])

        for name in ('Alice', 'Bob'):
            months = result['members'][name]['months']
            self.assertAlmostEqual(months['2026-01']['paid'], 750, places=2)
            self.assertAlmostEqual(months['2026-02']['paid'], 350, places=2)

    def test_fallback_even_split_when_no_expected(self):
        """All matched months have expected=0 → falls back to even split."""
        members = [('Alice', 'A', {'2026-01': (0, 0), '2026-02': (0, 0)})]
        sorted_months = ['2026-01', '2026-02']
        tx = _tx('Alice', '2026-01, 2026-02', 300)

        result = reconcile(members, sorted_months, [tx])
        months = result['members']['Alice']['months']

        self.assertAlmostEqual(months['2026-01']['paid'], 150, places=2)
        self.assertAlmostEqual(months['2026-02']['paid'], 150, places=2)


if __name__ == '__main__':
    unittest.main()