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Compliance penalty calculator/4855 - #5084

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compliance-penalty-calculator/4855
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Compliance penalty calculator/4855#5084
andrea-williams wants to merge 10 commits into
developfrom
compliance-penalty-calculator/4855

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@andrea-williams

@andrea-williams andrea-williams commented Aug 13, 2026

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Issue #4855

Changes Made

  • "Penalty calculator" added to reviewObligationPenaltyTaskList in all cases where a PenaltyStatus is anything other than PAID

Manual Testing

  1. Manually change the 2025 compliance_period in the DB to have an invoice_generation_date that is some time in the past, and a compliance_deadline that is some previous date, too
  2. Log in as bc-cas-dev and submit a 2025 report for operation "Compliance SFO - Obligation not met" (all report details have been pre-populated from dev fixture, so you just need to navigate to "reporting/reports/{report_version_id}/sign-off" and fill out the last page
  3. from your python shell, run this to generate a penalty (with status ACCRUING) for the report you just submitted (late)
from compliance.service.automated_process.automated_process_service import AutomatedProcessService
AutomatedProcessService.run_scheduled_compliance_sync()
  1. From the Django admin dashboard, go to the "Elicensing interest rates" page, and click the button "Sync interest rates from eLicensing" (if there aren't already interest rates in the elicensing_interest_rates database table)
Screenshot 2026-08-17 at 4 45 15 PM
  1. Sign out; sign in with your IDIR. Your user profile should have the user role cas_admin, cas_analyst, etc.
  2. Navigate to the Compliance Summaries page - you should see that the "Compliance SFO - Obligation not met" operation has a Compliance Status of Obligation - not met and a Penalty Status of ACCRUING. Click "View Details" next to the operation.
  3. From the "Review Compliance Obligation Report" page, there should be a "Penalty calculator" item in the tasklist. Click on "Penalty calculator"
Screenshot 2026-08-17 at 4 39 54 PM 9. On page load, the selected penalty type should be set to "Automatic overdue" by default, and the "final day of penalty accrual" should be today/tomorrow by default (varies slightly depending on the time of day, since UTC is used)

@andrea-williams
andrea-williams force-pushed the compliance-penalty-calculator/4855 branch 4 times, most recently from ad5992e to 91febca Compare August 19, 2026 00:23
@andrea-williams
andrea-williams force-pushed the compliance-penalty-calculator/4855 branch from 91febca to a4d1fe8 Compare August 19, 2026 21:20
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