Files
CCMA/tests/test_reminders.py
T
Marcel PeterkauandClaude Sonnet 5 25f5d51d77 Stop flagging SEPA members with a running Rücklastschrift-Mahnung as overdue
sepa_debit_overdue fired unconditionally for every overdue SEPA claim past the
grace period, regardless of whether a reminder had already been sent for it --
so a Rücklastschrift-Mahnung created via the reminder mechanism made no
difference to the housekeeper output. Check for an already-sent reminder whose
own payment deadline hasn't expired yet first; if there is one, show a
low-priority "Rücklastschriftklärung läuft" note instead, mirroring the
non-SEPA "reminder_awaiting_deadline" fix. Once that deadline passes without
resolution, the plain sepa_debit_overdue notice returns.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-15 03:45:27 +02:00

510 lines
19 KiB
Python

import json
from datetime import date, timedelta
from decimal import Decimal
import pytest
from ccma.domain.contributions import claim_total
from ccma.domain.models import ContributionData
from ccma.services.housekeeper import Housekeeper
from ccma.storage.repository import MemberRepository, RepositoryError
def _overdue_claim_repository(tmp_path):
repository = MemberRepository(tmp_path)
repository.initialize()
member = repository.create_member(first_name="Reminder", last_name="Test", birth_date="1990-01-01")
repository.save_contributions(
member.member_id,
ContributionData(
claims=[
{
"claim_id": "claim-1",
"claim_key": "overdue-test",
"title": "Offene Forderung",
"amount": "100.00",
"due_date": "2026-01-31",
"status": "open",
}
]
),
)
return repository, member
def test_reminder_rule_progresses_only_after_sent_deadline(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
housekeeper = Housekeeper(repository)
findings = housekeeper.run(today=date(2026, 2, 10))
reminder_task = next(item for item in findings if item.code == "reminder_due")
assert "Zahlungserinnerung" in reminder_task.title
draft = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Zahlungserinnerung",
payment_deadline_days=14,
items=[],
)
findings = housekeeper.run(today=date(2026, 2, 10))
reminder_task = next(item for item in findings if item.code == "reminder_due")
assert "wartet auf Versand" in reminder_task.title
sent = repository.mark_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
deadline = date.fromisoformat(sent["payment_deadline"])
assert not any(
item.code == "reminder_due" for item in housekeeper.run(today=deadline - timedelta(days=1))
)
findings = housekeeper.run(today=deadline)
next_task = next(item for item in findings if item.code == "reminder_due")
assert "Erste Mahnung" in next_task.title
def test_overdue_claim_awaiting_reminder_deadline_is_not_reported_as_error(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
housekeeper = Housekeeper(repository)
draft = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Zahlungserinnerung",
payment_deadline_days=14,
items=[],
)
sent = repository.mark_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
deadline = date.fromisoformat(sent["payment_deadline"])
findings = [
item
for item in housekeeper.run(today=deadline - timedelta(days=1))
if item.member_id == member.member_id
]
# A reminder was already sent and its own deadline hasn't expired yet -- this is
# being handled, so it must not appear as an unaddressed "error"-severity overdue
# claim, only as a low-priority note that the existing deadline is still running.
assert not any(item.code == "claim_overdue" for item in findings)
awaiting = next(item for item in findings if item.code == "reminder_awaiting_deadline")
assert awaiting.severity == "info"
assert "Zahlungserinnerung" in awaiting.title
def test_dunning_hold_suppresses_and_then_restores_task(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
housekeeper = Housekeeper(repository)
repository.set_dunning_hold(
member.member_id,
"claim-1",
active=True,
reason="Betrag wird geklärt",
)
findings = housekeeper.run(today=date(2026, 2, 10))
assert not any(item.code == "reminder_due" for item in findings)
# The claim stays visible as a plain overdue notice instead of disappearing entirely
# while the hold suppresses the dunning escalation.
assert any(item.code == "claim_overdue" for item in findings)
with pytest.raises(RepositoryError, match="Mahnsperre aktiv"):
repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Zahlungserinnerung",
payment_deadline_days=14,
)
repository.set_dunning_hold(member.member_id, "claim-1", active=False)
assert any(item.code == "reminder_due" for item in housekeeper.run(today=date(2026, 2, 10)))
def test_overdue_claim_and_reminder_finding_are_never_shown_at_once(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
housekeeper = Housekeeper(repository)
# Still within the 7-day default grace period: only the plain overdue notice, no
# dunning escalation yet.
within_grace = housekeeper.run(today=date(2026, 2, 4))
codes = {item.code for item in within_grace if item.member_id == member.member_id}
assert codes == {"claim_overdue"}
# Past the grace period: the dunning escalation takes over as the single finding,
# the redundant plain overdue notice disappears.
past_grace = housekeeper.run(today=date(2026, 2, 10))
codes = {item.code for item in past_grace if item.member_id == member.member_id}
assert codes == {"reminder_due"}
def test_sepa_member_gets_debit_followup_instead_of_reminder(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
member.iban = "DE89370400440532013000"
member.mandate_reference = "MANDATE-1"
member.mandate_signed_at = "2026-01-01"
member.mandate_active = True
repository.save_member(member)
housekeeper = Housekeeper(repository)
findings = housekeeper.run(today=date(2026, 2, 10))
codes = {item.code for item in findings if item.member_id == member.member_id}
assert codes == {"sepa_debit_overdue"}
sepa_finding = next(item for item in findings if item.code == "sepa_debit_overdue")
assert "Lastschrift" in sepa_finding.title
assert "SEPA" in sepa_finding.detail
def test_sepa_member_with_running_reminder_shows_awaiting_note_not_overdue(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
member.iban = "DE89370400440532013000"
member.mandate_reference = "MANDATE-1"
member.mandate_signed_at = "2026-01-01"
member.mandate_active = True
repository.save_member(member)
housekeeper = Housekeeper(repository)
draft = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Rücklastschrift",
payment_deadline_days=14,
items=[{"description": "Rücklastschriftgebühr", "amount": "5.00"}],
)
sent = repository.mark_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
deadline = date.fromisoformat(sent["payment_deadline"])
findings = [
item
for item in housekeeper.run(today=deadline - timedelta(days=1))
if item.member_id == member.member_id
]
assert not any(item.code == "sepa_debit_overdue" for item in findings)
awaiting = next(item for item in findings if item.code == "sepa_debit_awaiting_deadline")
assert awaiting.severity == "info"
assert "Rücklastschrift" in awaiting.title
# Once the reminder's own deadline has passed without resolution, the plain SEPA
# follow-up notice returns so it doesn't just silently go quiet forever.
findings = [
item for item in housekeeper.run(today=deadline + timedelta(days=1))
if item.member_id == member.member_id
]
assert any(item.code == "sepa_debit_overdue" for item in findings)
assert not any(item.code == "sepa_debit_awaiting_deadline" for item in findings)
def test_draft_can_be_cancelled_but_sent_reminder_cannot(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
draft = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Zahlungserinnerung",
payment_deadline_days=14,
)
repository.cancel_reminder(member.member_id, "claim-1", draft["reminder_id"])
data = repository.get_contributions(member.member_id)
assert data.reminders[0]["status"] == "cancelled"
second = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Zahlungserinnerung",
payment_deadline_days=14,
)
repository.mark_reminder_sent(member.member_id, "claim-1", second["reminder_id"])
with pytest.raises(RepositoryError, match="bereits versandte"):
repository.cancel_reminder(member.member_id, "claim-1", second["reminder_id"])
def test_reminder_levels_cannot_be_skipped(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
with pytest.raises(RepositoryError, match="Mahnstufe 1 wurde noch nicht versandt"):
repository.create_reminder_draft(
member.member_id,
"claim-1",
level=2,
name="Erste Mahnung",
payment_deadline_days=14,
items=[{"description": "Mahngebühr", "amount": "5.00"}],
)
def test_payment_resolves_open_reminder_task(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
housekeeper = Housekeeper(repository)
assert any(item.code == "reminder_due" for item in housekeeper.run(today=date(2026, 2, 10)))
repository.record_payment(
member.member_id,
"claim-1",
payment_date="2026-02-10",
amount="100.00",
allocation_amount="100.00",
)
findings = housekeeper.run(today=date(2026, 2, 10))
assert not any(item.code == "reminder_due" for item in findings)
def test_reminder_can_carry_multiple_fee_items(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
draft = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Rücklastschrift",
payment_deadline_days=14,
items=[
{"description": "Rücklastschriftgebühr", "amount": "5.00"},
{"description": "Bankgebühr", "amount": "3.50"},
],
)
assert draft["fee_item_ids"] == []
sent = repository.mark_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
assert len(sent["fee_item_ids"]) == 2
data, claim = repository.get_claim(member.member_id, "claim-1")
descriptions = {item["description"] for item in claim["items"] if item["type"] == "fee"}
assert descriptions == {"Rücklastschriftgebühr", "Bankgebühr"}
assert claim_total(claim) == Decimal("108.50")
def test_reminder_items_require_a_description(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
with pytest.raises(RepositoryError, match="Beschreibung"):
repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Rücklastschrift",
payment_deadline_days=14,
items=[{"description": " ", "amount": "5.00"}],
)
def test_reminder_with_zero_amount_items_creates_no_claim_item(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
draft = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Zahlungserinnerung",
payment_deadline_days=14,
items=[{"description": "Mahngebühr", "amount": "0.00"}],
)
sent = repository.mark_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
assert sent["fee_item_ids"] == []
_data, claim = repository.get_claim(member.member_id, "claim-1")
assert claim_total(claim) == Decimal("100.00")
def test_reminder_policy_round_trips_through_save_and_get(tmp_path) -> None:
repository = MemberRepository(tmp_path)
repository.initialize()
repository.save_reminder_policy(
grace_days_after_due=10,
levels=[
{"name": "Zahlungserinnerung", "fee": "0.00", "payment_deadline_days": 10},
{"name": "Mahnung", "fee": "7.50", "payment_deadline_days": 14},
],
standard_fee_items=[
{"description": "Rücklastschriftgebühr", "default_amount": "6.00"},
],
)
policy = repository.get_reminder_policy()
assert policy["grace_days_after_due"] == 10
assert [level["level"] for level in policy["levels"]] == [1, 2]
assert policy["levels"][1]["name"] == "Mahnung"
assert policy["levels"][1]["fee"] == "7.50"
assert policy["standard_fee_items"] == [
{"description": "Rücklastschriftgebühr", "default_amount": "6.00"}
]
def test_reminder_policy_rejects_invalid_input(tmp_path) -> None:
repository = MemberRepository(tmp_path)
repository.initialize()
with pytest.raises(RepositoryError, match="Mindestens eine Mahnstufe"):
repository.save_reminder_policy(grace_days_after_due=7, levels=[], standard_fee_items=[])
with pytest.raises(RepositoryError, match="benötigt einen Namen"):
repository.save_reminder_policy(
grace_days_after_due=7,
levels=[{"name": " ", "fee": "0.00", "payment_deadline_days": 14}],
standard_fee_items=[],
)
with pytest.raises(RepositoryError, match="nicht negativ"):
repository.save_reminder_policy(
grace_days_after_due=7,
levels=[{"name": "Mahnung", "fee": "-1.00", "payment_deadline_days": 14}],
standard_fee_items=[],
)
def test_edit_reminder_draft_updates_fields_but_not_level(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
draft = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Zahlungserinnerung",
payment_deadline_days=14,
items=[],
)
edited = repository.edit_reminder_draft(
member.member_id,
"claim-1",
draft["reminder_id"],
name="Erste Mahnung",
payment_deadline_days=10,
detail="Bitte um Ausgleich.",
items=[{"description": "Mahngebühr", "amount": "5.00"}],
)
assert edited["level"] == 1
assert edited["name"] == "Erste Mahnung"
assert edited["payment_deadline_days"] == 10
assert edited["detail"] == "Bitte um Ausgleich."
assert edited["items"] == [{"description": "Mahngebühr", "amount": "5.00"}]
def test_edit_reminder_draft_rejects_already_sent_reminder(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
draft = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Zahlungserinnerung",
payment_deadline_days=14,
items=[],
)
repository.mark_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
with pytest.raises(RepositoryError, match="Nur ein Entwurf"):
repository.edit_reminder_draft(
member.member_id,
"claim-1",
draft["reminder_id"],
name="Andere Bezeichnung",
payment_deadline_days=14,
)
def test_revert_reminder_sent_removes_booked_fee_and_reopens_draft(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
draft = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Rücklastschrift",
payment_deadline_days=14,
items=[{"description": "Rücklastschriftgebühr", "amount": "5.00"}],
)
sent = repository.mark_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
assert len(sent["fee_item_ids"]) == 1
_data, claim = repository.get_claim(member.member_id, "claim-1")
assert claim_total(claim) == Decimal("105.00")
reverted = repository.revert_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
assert reverted["status"] == "draft"
assert reverted["sent_at"] is None
assert reverted["payment_deadline"] is None
assert reverted["fee_item_ids"] == []
_data, claim = repository.get_claim(member.member_id, "claim-1")
assert claim_total(claim) == Decimal("100.00")
descriptions = {item["description"] for item in claim["items"]}
assert "Rücklastschriftgebühr" not in descriptions
# Now editable and re-sendable, e.g. after fixing the wording.
repository.edit_reminder_draft(
member.member_id,
"claim-1",
draft["reminder_id"],
name="Rücklastschrift",
payment_deadline_days=14,
items=[{"description": "Rücklastschriftgebühr", "amount": "7.50"}],
)
repository.mark_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
_data, claim = repository.get_claim(member.member_id, "claim-1")
assert claim_total(claim) == Decimal("107.50")
def test_revert_reminder_sent_rejects_when_higher_level_exists(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
first = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Zahlungserinnerung",
payment_deadline_days=14,
items=[],
)
repository.mark_reminder_sent(member.member_id, "claim-1", first["reminder_id"])
repository.create_reminder_draft(
member.member_id,
"claim-1",
level=2,
name="Erste Mahnung",
payment_deadline_days=14,
items=[{"description": "Mahngebühr", "amount": "5.00"}],
)
with pytest.raises(RepositoryError, match="höhere Mahnstufe"):
repository.revert_reminder_sent(member.member_id, "claim-1", first["reminder_id"])
def test_revert_reminder_sent_rejects_when_payment_already_covers_fee(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
draft = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Rücklastschrift",
payment_deadline_days=14,
items=[{"description": "Rücklastschriftgebühr", "amount": "5.00"}],
)
repository.mark_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
repository.record_payment(
member.member_id,
"claim-1",
payment_date="2026-02-10",
amount="105.00",
allocation_amount="105.00",
)
with pytest.raises(RepositoryError, match="bereits Zahlungen verbucht"):
repository.revert_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
def test_reminder_policy_backfills_standard_fee_items_for_old_repositories(tmp_path) -> None:
repository = MemberRepository(tmp_path)
repository.initialize()
config_path = tmp_path / "repository.json"
raw = json.loads(config_path.read_text(encoding="utf-8"))
# Simulate a repository created before "standard_fee_items" existed at all.
del raw["reminder_policy"]["standard_fee_items"]
config_path.write_text(json.dumps(raw), encoding="utf-8")
policy = repository.get_reminder_policy()
assert policy["standard_fee_items"], "should fall back to built-in defaults"
assert any(item["description"] == "Rücklastschriftgebühr" for item in policy["standard_fee_items"])
# But once the board explicitly saves an empty list, that choice is respected.
repository.save_reminder_policy(
grace_days_after_due=policy["grace_days_after_due"],
levels=policy["levels"],
standard_fee_items=[],
)
assert repository.get_reminder_policy()["standard_fee_items"] == []