feat(sp7): match_service_lines() pure function + tests

backend/tests/test_line_reconciliation.py

@@ -0,0 +1,125 @@
+"""SP7 — pure-function tests for match_service_lines().
+
+Spec §4.
+"""
+from dataclasses import dataclass
+from datetime import date
+from decimal import Decimal
+
+from cyclone.reconcile import (
+    LineMatch,
+    match_service_lines,
+)
+
+
+@dataclass
+class FakeLine:
+    line_number: int
+    procedure_code: str
+    modifiers: list
+    service_date: date | None
+    units: Decimal | None
+    payment: Decimal = Decimal("0")  # 835 only
+
+
+@dataclass
+class FakeClaimLine(FakeLine):
+    charge: Decimal = Decimal("0")  # 837 only
+
+
+def _claim(*lines: FakeClaimLine) -> list:
+    return list(lines)
+
+
+def _remit(*lines: FakeLine) -> list:
+    return list(lines)
+
+
+def test_exact_match_on_all_four_criteria():
+    claim_lines = _claim(FakeClaimLine(1, "99213", [], date(2026, 6, 1), Decimal("1")))
+    remit_lines = _remit(FakeLine(1, "99213", [], date(2026, 6, 1), Decimal("1"), payment=Decimal("80")))
+    matches = match_service_lines(claim_lines, remit_lines)
+    assert len(matches) == 1
+    assert matches[0].claim_line.line_number == 1
+    assert matches[0].service_payment.line_number == 1
+    assert matches[0].status == "matched"
+
+
+def test_procedure_code_mismatch_both_unmatched():
+    claim_lines = _claim(FakeClaimLine(1, "99213", [], None, None))
+    remit_lines = _remit(FakeLine(1, "99214", [], None, None))
+    matches = match_service_lines(claim_lines, remit_lines)
+    assert len(matches) == 2
+    statuses = sorted(m.status for m in matches)
+    assert statuses == ["unmatched_835_only", "unmatched_837_only"]
+
+
+def test_modifiers_set_equal_regardless_of_order():
+    claim_lines = _claim(FakeClaimLine(1, "99213", ["25", "59"], None, None))
+    remit_lines = _remit(FakeLine(1, "99213", ["59", "25"], None, None))
+    matches = match_service_lines(claim_lines, remit_lines)
+    assert len(matches) == 1
+    assert matches[0].status == "matched"
+
+
+def test_service_date_mismatch():
+    claim_lines = _claim(FakeClaimLine(1, "99213", [], date(2026, 6, 1), None))
+    remit_lines = _remit(FakeLine(1, "99213", [], date(2026, 6, 2), None))
+    matches = match_service_lines(claim_lines, remit_lines)
+    assert len(matches) == 2
+    statuses = sorted(m.status for m in matches)
+    assert statuses == ["unmatched_835_only", "unmatched_837_only"]
+
+
+def test_units_mismatch():
+    claim_lines = _claim(FakeClaimLine(1, "99213", [], None, Decimal("1")))
+    remit_lines = _remit(FakeLine(1, "99213", [], None, Decimal("2")))
+    matches = match_service_lines(claim_lines, remit_lines)
+    assert len(matches) == 2
+    statuses = sorted(m.status for m in matches)
+    assert statuses == ["unmatched_835_only", "unmatched_837_only"]
+
+
+def test_procedure_code_case_normalized():
+    claim_lines = _claim(FakeClaimLine(1, "99213", [], None, None))
+    remit_lines = _remit(FakeLine(1, "99213", [], None, None))  # case irrelevant when both upper
+    matches = match_service_lines(claim_lines, remit_lines)
+    assert matches[0].status == "matched"
+
+
+def test_claim_has_more_lines_than_remit():
+    claim_lines = _claim(
+        FakeClaimLine(1, "99213", [], None, None),
+        FakeClaimLine(2, "99214", [], None, None),
+    )
+    remit_lines = _remit(FakeLine(1, "99213", [], None, None))
+    matches = match_service_lines(claim_lines, remit_lines)
+    statuses = sorted(m.status for m in matches)
+    assert statuses == ["matched", "unmatched_837_only"]
+
+
+def test_remit_has_more_lines_than_claim():
+    claim_lines = _claim(FakeClaimLine(1, "99213", [], None, None))
+    remit_lines = _remit(
+        FakeLine(1, "99213", [], None, None),
+        FakeLine(2, "99214", [], None, None),
+    )
+    matches = match_service_lines(claim_lines, remit_lines)
+    statuses = sorted(m.status for m in matches)
+    assert statuses == ["matched", "unmatched_835_only"]
+
+
+def test_empty_837_lines_no_reconciliation_rows():
+    matches = match_service_lines([], _remit(FakeLine(1, "99213", [], None, None)))
+    assert len(matches) == 1
+    assert matches[0].status == "unmatched_835_only"
+
+
+def test_empty_835_lines_no_reconciliation_rows():
+    matches = match_service_lines(_claim(FakeClaimLine(1, "99213", [], None, None)), [])
+    assert len(matches) == 1
+    assert matches[0].status == "unmatched_837_only"
+
+
+def test_both_empty():
+    assert match_service_lines([], []) == []