payslip-ingest/tests/test_processor.py

from datetime import date
from decimal import Decimal
from pathlib import Path
from typing import Any
from unittest.mock import AsyncMock, MagicMock

import pytest

from payslip_ingest import processor
from payslip_ingest.processor import process_document
from payslip_ingest.schema import ExtractedPayslip

FIXTURES = Path(__file__).parent / "fixtures"


def _sample_extraction() -> ExtractedPayslip:
    return ExtractedPayslip(
        pay_date=date(2026, 3, 28),
        pay_period_start=date(2026, 3, 1),
        pay_period_end=date(2026, 3, 31),
        employer="Acme Ltd",
        currency="GBP",
        gross_pay=Decimal("5000.00"),
        income_tax=Decimal("800.00"),
        national_insurance=Decimal("350.00"),
        pension_employee=Decimal("250.00"),
        pension_employer=Decimal("150.00"),
        student_loan=Decimal("100.00"),
        rsu_vest=Decimal("0.00"),
        rsu_offset=Decimal("0.00"),
        other_deductions={"cycle_to_work": Decimal("50.00")},
        net_pay=Decimal("3450.00"),
    )


class _FakeSession:
    """Minimal AsyncSession stand-in that records flushes and execute calls."""

    def __init__(self, existing_ids: list[int]):
        self._existing_ids = existing_ids
        self.added: list[Any] = []
        self.begin_calls = 0

    async def __aenter__(self) -> "_FakeSession":
        return self

    async def __aexit__(self, *exc: object) -> None:
        return None

    def begin(self) -> "_FakeSession":
        self.begin_calls += 1
        return self

    async def execute(self, stmt: Any) -> Any:
        result = MagicMock()
        # scalar() returns None when we treat the row as missing.
        result.scalar.return_value = self._existing_ids.pop(0) if self._existing_ids else None
        return result

    def add(self, row: Any) -> None:
        row.id = 1
        self.added.append(row)

    async def flush(self) -> None:
        return None


class _SessionFactory:

    def __init__(self, sessions: list[_FakeSession]):
        self._sessions = list(sessions)
        self.used: list[_FakeSession] = []

    def __call__(self) -> _FakeSession:
        session = self._sessions.pop(0)
        self.used.append(session)
        return session


@pytest.fixture()
def paperless() -> AsyncMock:
    mock = AsyncMock()
    mock.get_document.return_value = {"id": 42, "title": "Payslip"}
    mock.download_document.return_value = b"PDFDATA"
    return mock


@pytest.fixture()
def extractor() -> AsyncMock:
    mock = AsyncMock()
    mock.extract.return_value = _sample_extraction()
    return mock


async def test_process_document_inserts_new(paperless: AsyncMock, extractor: AsyncMock) -> None:
    factory = _SessionFactory([_FakeSession(existing_ids=[]), _FakeSession(existing_ids=[])])

    result = await process_document(42, factory, paperless, extractor)

    assert result.status == "inserted"
    assert result.validated is True
    paperless.get_document.assert_awaited_once_with(42)
    paperless.download_document.assert_awaited_once_with(42)
    extractor.extract.assert_awaited_once()
    inserted_row = factory.used[1].added[0]
    assert inserted_row.paperless_doc_id == 42
    assert inserted_row.tax_year == "2025/26"


async def test_process_document_skips_existing(paperless: AsyncMock, extractor: AsyncMock) -> None:
    factory = _SessionFactory([_FakeSession(existing_ids=[99])])

    result = await process_document(42, factory, paperless, extractor)

    assert result.status == "skipped"
    paperless.get_document.assert_not_called()
    extractor.extract.assert_not_called()


@pytest.mark.parametrize("title", [
    "p60-meta-2025",
    "20001_Tax_254680_P60_2021_To_2022",
    "2024_Performance@_Year-end Letter_Viktor Barzin_1",
    "254680_Viktor_Barzin_18 Compensation_EMEA_20230311_2022 YE PSC",
    "2024-comp-letter",
    "RSU Grant Agreement 2024",
])
async def test_process_document_skips_non_payslip_by_title(paperless: AsyncMock,
                                                           extractor: AsyncMock,
                                                           title: str) -> None:
    paperless.get_document.return_value = {"id": 42, "title": title}
    factory = _SessionFactory([_FakeSession(existing_ids=[])])

    result = await process_document(42, factory, paperless, extractor)

    assert result.status == "skipped_non_payslip"
    paperless.download_document.assert_not_called()
    extractor.extract.assert_not_called()


@pytest.mark.parametrize("title", [
    "Payslip_2026-02-27",
    "20001_PY_254680_Jan_2022",
    "UKPY_254680_31_Jul_2019",
])
async def test_process_document_keeps_real_payslips(paperless: AsyncMock, extractor: AsyncMock,
                                                    title: str) -> None:
    paperless.get_document.return_value = {"id": 42, "title": title}
    factory = _SessionFactory([_FakeSession(existing_ids=[]), _FakeSession(existing_ids=[])])

    result = await process_document(42, factory, paperless, extractor)

    assert result.status == "inserted"
    extractor.extract.assert_awaited_once()


async def test_process_document_flags_validation_failure(paperless: AsyncMock,
                                                         extractor: AsyncMock) -> None:
    bad = _sample_extraction()
    bad_dict = bad.model_dump()
    bad_dict["net_pay"] = Decimal("9999.00")
    extractor.extract.return_value = ExtractedPayslip.model_validate(bad_dict)

    factory = _SessionFactory([_FakeSession(existing_ids=[]), _FakeSession(existing_ids=[])])

    result = await process_document(42, factory, paperless, extractor)

    assert result.status == "inserted"
    assert result.validated is False
    assert factory.used[1].added[0].validated is False


async def test_regex_parser_short_circuits_claude(paperless: AsyncMock, extractor: AsyncMock,
                                                  monkeypatch: pytest.MonkeyPatch) -> None:
    """When pdftotext output matches the Meta template, Claude must not run."""
    meta_text = (FIXTURES / "meta_uk_2026_02.txt").read_text(encoding="utf-8")
    monkeypatch.setattr(processor, "_pdftotext", lambda _: meta_text)

    factory = _SessionFactory([_FakeSession(existing_ids=[]), _FakeSession(existing_ids=[])])
    result = await process_document(42, factory, paperless, extractor)

    assert result.status == "inserted"
    assert result.validated is True
    assert result.extractor == "meta_uk_regex"
    extractor.extract.assert_not_called()
    # Salary / bonus / pension_sacrifice from the regex parser should land on the row.
    row = factory.used[1].added[0]
    assert row.salary == Decimal("10003.33")
    assert row.pension_sacrifice == Decimal("600.20")
    assert row.rsu_vest == Decimal("30479.76")
    assert row.taxable_pay == Decimal("72096.92")


async def test_regex_miss_falls_back_to_claude(paperless: AsyncMock, extractor: AsyncMock,
                                               monkeypatch: pytest.MonkeyPatch) -> None:
    """When pdftotext output doesn't match Meta, Claude is invoked."""
    monkeypatch.setattr(processor, "_pdftotext", lambda _: "Some other employer's payslip\n")

    factory = _SessionFactory([_FakeSession(existing_ids=[]), _FakeSession(existing_ids=[])])
    result = await process_document(42, factory, paperless, extractor)

    assert result.status == "inserted"
    assert result.extractor == "claude"
    extractor.extract.assert_awaited_once()