Prioritize SEC financials for 10-K/10-Q and keep other filings qualitative

lib/server/task-processors.test.ts

@@ -35,6 +35,10 @@ describe('task processor extraction helpers', () => {
       redFlags: ['Debt service burden is rising'],
       followUpQuestions: ['Is margin guidance sustainable?'],
       portfolioSignals: ['Monitor leverage trend'],
+      segmentSpecificData: ['Services segment outgrew hardware segment.'],
+      geographicRevenueBreakdown: ['EMEA revenue grew faster than Americas.'],
+      companySpecificData: ['Same-store sales increased 4.2%.'],
+      secApiCrossChecks: ['Revenue from SEC API aligns with filing narrative.'],
       confidence: 0.72
     });
 
@@ -52,6 +56,10 @@ describe('task processor extraction helpers', () => {
       redFlags: [],
       followUpQuestions: [],
       portfolioSignals: [],
+      segmentSpecificData: [],
+      geographicRevenueBreakdown: [],
+      companySpecificData: [],
+      secApiCrossChecks: [],
       confidence: 0.2,
       extra: 'not-allowed'
     });
@@ -66,6 +74,16 @@ describe('task processor extraction helpers', () => {
     expect(fallback.summary).toContain('Deterministic extraction fallback');
     expect(fallback.keyPoints.length).toBeGreaterThan(0);
     expect(fallback.redFlags.length).toBeGreaterThan(0);
+    expect(fallback.segmentSpecificData.length).toBeGreaterThan(0);
+    expect(fallback.geographicRevenueBreakdown.length).toBeGreaterThan(0);
+    expect(fallback.companySpecificData.length).toBeGreaterThan(0);
+    expect(fallback.secApiCrossChecks.length).toBeGreaterThan(0);
     expect(fallback.confidence).toBe(0.2);
   });
+
+  it('treats only 10-K and 10-Q as financial metric filings', () => {
+    expect(__taskProcessorInternals.isFinancialMetricsForm('10-K')).toBe(true);
+    expect(__taskProcessorInternals.isFinancialMetricsForm('10-Q')).toBe(true);
+    expect(__taskProcessorInternals.isFinancialMetricsForm('8-K')).toBe(false);
+  });
 });