Merge pull request #4315 from bcgov/489-manual-handling-scenarios-integration-tests

489 manual handling scenarios integration tests

Author: Sepehr-Sobhani

bc_obps/compliance/tests/integration/test_manual_handling_supplementary.py

@@ -0,0 +1,169 @@
+import pytest
+from decimal import Decimal
+from unittest.mock import patch
+from compliance.models import (
+    ComplianceEarnedCredit,
+    ComplianceReportVersion,
+    ComplianceReportVersionManualHandling,
+    ElicensingLineItem,
+    ElicensingPayment,
+)
+from compliance.tests.integration.utils import (
+    ComplianceIntegrationTestBase,
+    HANDLE_OBLIGATION_INTEGRATION,
+    REFRESH_DATA,
+    SEND_OBLIGATION_EMAIL,
+    SEND_EARNED_CREDITS_EMAIL,
+    SEND_NO_OBLIGATION_EMAIL,
+)
+
+ON_COMMIT_PATH = "django.db.transaction.on_commit"
+CREATE_ADJUSTMENT_PATH = (
+    "compliance.service.compliance_adjustment_service"
+    ".ComplianceAdjustmentService.create_adjustment_for_target_version"
+)
+
+pytestmark = pytest.mark.django_db
+
+
+class TestManualHandlingSupplementary(ComplianceIntegrationTestBase):
+    REPORTING_YEAR = 2024
+
+    def _approve_initial_earned_credits(self):
+        """Simulate credit approval."""
+        self.initial_earned_credit.issuance_status = ComplianceEarnedCredit.IssuanceStatus.APPROVED
+        self.initial_earned_credit.bccr_trading_name = "Test Trading Name"
+        self.initial_earned_credit.bccr_holding_account_id = "TEST-001"
+        self.initial_earned_credit.save(
+            update_fields=["issuance_status", "bccr_trading_name", "bccr_holding_account_id"]
+        )
+
+    # ------------------------------------------------------------------
+    # Scenario 1: Excess emissions decrease after invoice has been paid
+    # ------------------------------------------------------------------
+
+    @patch(SEND_NO_OBLIGATION_EMAIL)
+    @patch(SEND_OBLIGATION_EMAIL)
+    @patch(CREATE_ADJUSTMENT_PATH)
+    @patch(ON_COMMIT_PATH)
+    @patch(REFRESH_DATA)
+    @patch(HANDLE_OBLIGATION_INTEGRATION)
+    def test_decreased_obligation_paid_invoice_creates_manual_handling(
+        self, mock_elicensing, mock_refresh, mock_on_commit, _mock_create_adj, _mock_obl_email, _mock_no_obl_email
+    ):
+        """Excess emissions decrease when invoice has been partially paid with cash.
+
+        Routing:
+        - ManualHandler: no manual handling on initial CRV → can't handle
+        - SupercedeVersionHandler: invoice exists (not pre-invoice) → can't handle
+        - DecreasedObligationHandler: excess decreased + unpaid invoice + cash paid → CAN handle
+
+        Setup:
+        - Initial: 10 excess emissions, invoice created with outstanding = full fee
+        - Half the fee is paid in cash; outstanding_balance is reduced to half
+        - Supplementary: 0 excess → refund_pool = full fee > outstanding (half fee)
+          → obligation fully paid AND leftover refund > 0 AND has_cash → manual handling
+
+        Expected:
+        - New CRV with NO_OBLIGATION_OR_EARNED_CREDITS status
+        - Previous CRV marked OBLIGATION_FULLY_MET
+        - ManualHandling record created with handling_type=OBLIGATION,
+          context=OBLIGATION_REFUND_POOL_CASH
+        """
+        mock_elicensing.side_effect = self.fake_handle_obligation_post_invoice
+        mock_refresh.side_effect = self.fake_refresh
+        mock_on_commit.side_effect = lambda fn: fn()
+
+        self._create_base_infrastructure()
+        self._create_initial_report_with_obligation_post_invoice(Decimal("10"))
+
+        invoice = self.initial_obligation.elicensing_invoice
+        fee = invoice.outstanding_balance
+        partial_payment = (fee / 2).quantize(Decimal("0.01"))
+        invoice.outstanding_balance = fee - partial_payment
+        invoice.save(update_fields=["outstanding_balance"])
+
+        fee_line_item = ElicensingLineItem.objects.get(
+            elicensing_invoice=invoice,
+            line_item_type=ElicensingLineItem.LineItemType.FEE,
+        )
+        ElicensingPayment.objects.create(
+            payment_object_id=self.initial_obligation.id,
+            elicensing_line_item=fee_line_item,
+            amount=partial_payment,
+        )
+
+        self._submit_supplementary_report(
+            excess_emissions=Decimal("0"),
+            previous_report_version=self.initial_report_version,
+        )
+
+        supp_crv = ComplianceReportVersion.objects.get(
+            compliance_report=self.compliance_report,
+            is_supplementary=True,
+        )
+        assert supp_crv.status == ComplianceReportVersion.ComplianceStatus.NO_OBLIGATION_OR_EARNED_CREDITS
+        assert supp_crv.previous_version == self.initial_crv
+
+        manual_handling = ComplianceReportVersionManualHandling.objects.get(compliance_report_version=supp_crv)
+        assert manual_handling.handling_type == ComplianceReportVersionManualHandling.HandlingType.OBLIGATION
+        assert manual_handling.context == ComplianceReportVersionManualHandling.Context.OBLIGATION_REFUND_POOL_CASH
+        assert manual_handling.director_decision == (
+            ComplianceReportVersionManualHandling.DirectorDecision.PENDING_MANUAL_HANDLING
+        )
+
+        self.initial_crv.refresh_from_db()
+        assert self.initial_crv.status == ComplianceReportVersion.ComplianceStatus.OBLIGATION_FULLY_MET
+
+    # ------------------------------------------------------------------
+    # Scenario 2: Credited emissions decrease after credits have been approved
+    # ------------------------------------------------------------------
+
+    @patch(SEND_NO_OBLIGATION_EMAIL)
+    @patch(SEND_EARNED_CREDITS_EMAIL)
+    @patch(SEND_OBLIGATION_EMAIL)
+    @patch(HANDLE_OBLIGATION_INTEGRATION)
+    def test_decreased_credits_approved_creates_manual_handling(
+        self, _mock_elicensing, _mock_obl_email, _mock_ec_email, _mock_no_obl_email
+    ):
+        """Credited emissions decrease when credits are APPROVED.
+
+        Routing:
+        - ManualHandler: no manual handling on initial CRV → can't handle
+        - SupercedeVersionHandler: issuance_status is APPROVED (not CREDITS_NOT_ISSUED) → can't handle
+        - DecreasedCreditHandler: credited decreased + previous credit exists → CAN handle (APPROVED branch)
+
+        Expected:
+        - New CRV with EARNED_CREDITS status
+        - ManualHandling record created with handling_type=EARNED_CREDITS,
+          context=EARNED_CREDITS_PREVIOUSLY_APPROVED
+        - Previous earned credit NOT modified (stays APPROVED)
+        """
+        self._create_base_infrastructure()
+        self._create_initial_report_with_earned_credits(Decimal("100"))
+        self._approve_initial_earned_credits()
+
+        self._submit_supplementary_report(
+            excess_emissions=Decimal("0"),
+            credited_emissions=Decimal("50"),
+            previous_report_version=self.initial_report_version,
+        )
+
+        supp_crv = ComplianceReportVersion.objects.get(
+            compliance_report=self.compliance_report,
+            is_supplementary=True,
+        )
+        assert supp_crv.status == ComplianceReportVersion.ComplianceStatus.EARNED_CREDITS
+        assert supp_crv.previous_version == self.initial_crv
+
+        manual_handling = ComplianceReportVersionManualHandling.objects.get(compliance_report_version=supp_crv)
+        assert manual_handling.handling_type == ComplianceReportVersionManualHandling.HandlingType.EARNED_CREDITS
+        assert (
+            manual_handling.context == ComplianceReportVersionManualHandling.Context.EARNED_CREDITS_PREVIOUSLY_APPROVED
+        )
+        assert manual_handling.director_decision == (
+            ComplianceReportVersionManualHandling.DirectorDecision.PENDING_MANUAL_HANDLING
+        )
+
+        self.initial_earned_credit.refresh_from_db()
+        assert self.initial_earned_credit.issuance_status == ComplianceEarnedCredit.IssuanceStatus.APPROVED