Run playwright UI tests

2026-03-06 14:40:43 -05:00
parent 610fce8db3
commit 8e62c66677
37 changed files with 4430 additions and 643 deletions
--- a/lib/server/financial-taxonomy.test.ts
+++ b/lib/server/financial-taxonomy.test.ts
@@ -0,0 +1,142 @@
+import { describe, expect, it } from 'bun:test';
+import { __financialTaxonomyInternals } from './financial-taxonomy';
+import type { FilingTaxonomySnapshotRecord } from './repos/filing-taxonomy';
+import type { FinancialStatementKind, TaxonomyStatementRow } from '@/lib/types';
+
+function createRow(periodIds: string[]): TaxonomyStatementRow {
+  return {
+    key: 'us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax',
+    label: 'Revenue From Contract With Customer Excluding Assessed Tax',
+    conceptKey: 'us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax',
+    qname: 'us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax',
+    namespaceUri: 'http://fasb.org/us-gaap/2021-01-31',
+    localName: 'RevenueFromContractWithCustomerExcludingAssessedTax',
+    isExtension: false,
+    statement: 'income',
+    roleUri: 'income',
+    order: 1,
+    depth: 0,
+    parentKey: null,
+    values: Object.fromEntries(periodIds.map((periodId, index) => [periodId, 100 + index])),
+    units: Object.fromEntries(periodIds.map((periodId) => [periodId, 'iso4217:USD'])),
+    hasDimensions: false,
+    sourceFactIds: periodIds.map((_, index) => index + 1)
+  };
+}
+
+function createSnapshot(input: {
+  filingId: number;
+  filingType: '10-K' | '10-Q';
+  filingDate: string;
+  periods: Array<{
+    id: string;
+    periodStart: string | null;
+    periodEnd: string;
+    periodLabel: string;
+  }>;
+  statement: FinancialStatementKind;
+}) {
+  const row = createRow(input.periods.map((period) => period.id));
+
+  return {
+    id: input.filingId,
+    filing_id: input.filingId,
+    ticker: 'MSFT',
+    filing_date: input.filingDate,
+    filing_type: input.filingType,
+    parse_status: 'ready',
+    parse_error: null,
+    source: 'xbrl_instance',
+    periods: input.periods.map((period) => ({
+      id: period.id,
+      filingId: input.filingId,
+      accessionNumber: `0000-${input.filingId}`,
+      filingDate: input.filingDate,
+      periodStart: period.periodStart,
+      periodEnd: period.periodEnd,
+      filingType: input.filingType,
+      periodLabel: period.periodLabel
+    })),
+    statement_rows: {
+      income: input.statement === 'income' ? [row] : [],
+      balance: input.statement === 'balance' ? [{ ...row, statement: 'balance' }] : [],
+      cash_flow: [],
+      equity: [],
+      comprehensive_income: []
+    },
+    derived_metrics: null,
+    validation_result: null,
+    facts_count: 0,
+    concepts_count: 0,
+    dimensions_count: 0,
+    created_at: input.filingDate,
+    updated_at: input.filingDate
+  } satisfies FilingTaxonomySnapshotRecord;
+}
+
+describe('financial taxonomy internals', () => {
+  it('selects the primary quarter duration for 10-Q income statements', () => {
+    const snapshot = createSnapshot({
+      filingId: 1,
+      filingType: '10-Q',
+      filingDate: '2026-01-28',
+      statement: 'income',
+      periods: [
+        { id: 'instant', periodStart: null, periodEnd: '2025-12-31', periodLabel: 'Instant' },
+        { id: 'quarter', periodStart: '2025-10-01', periodEnd: '2025-12-31', periodLabel: '2025-10-01 to 2025-12-31' },
+        { id: 'ytd', periodStart: '2025-07-01', periodEnd: '2025-12-31', periodLabel: '2025-07-01 to 2025-12-31' }
+      ]
+    });
+
+    const selection = __financialTaxonomyInternals.selectPrimaryPeriods([snapshot], 'income');
+
+    expect(selection.periods).toHaveLength(1);
+    expect(selection.periods[0]?.id).toBe('quarter');
+  });
+
+  it('selects the latest instant for balance sheets', () => {
+    const snapshot = createSnapshot({
+      filingId: 2,
+      filingType: '10-K',
+      filingDate: '2025-07-30',
+      statement: 'balance',
+      periods: [
+        { id: 'prior', periodStart: null, periodEnd: '2024-06-30', periodLabel: 'Instant' },
+        { id: 'current', periodStart: null, periodEnd: '2025-06-30', periodLabel: 'Instant' }
+      ]
+    });
+
+    const selection = __financialTaxonomyInternals.selectPrimaryPeriods([snapshot], 'balance');
+
+    expect(selection.periods).toHaveLength(1);
+    expect(selection.periods[0]?.id).toBe('current');
+  });
+
+  it('builds one reporting period per filing for the selected statement', () => {
+    const annual = createSnapshot({
+      filingId: 10,
+      filingType: '10-K',
+      filingDate: '2025-07-30',
+      statement: 'income',
+      periods: [
+        { id: 'annual', periodStart: '2024-07-01', periodEnd: '2025-06-30', periodLabel: '2024-07-01 to 2025-06-30' },
+        { id: 'quarter', periodStart: '2025-04-01', periodEnd: '2025-06-30', periodLabel: '2025-04-01 to 2025-06-30' }
+      ]
+    });
+    const quarterly = createSnapshot({
+      filingId: 11,
+      filingType: '10-Q',
+      filingDate: '2025-10-29',
+      statement: 'income',
+      periods: [
+        { id: 'instant', periodStart: null, periodEnd: '2025-09-30', periodLabel: 'Instant' },
+        { id: 'quarter', periodStart: '2025-07-01', periodEnd: '2025-09-30', periodLabel: '2025-07-01 to 2025-09-30' },
+        { id: 'ytd', periodStart: '2025-01-01', periodEnd: '2025-09-30', periodLabel: '2025-01-01 to 2025-09-30' }
+      ]
+    });
+
+    const periods = __financialTaxonomyInternals.buildPeriods([annual, quarterly], 'income');
+
+    expect(periods.map((period) => period.id)).toEqual(['annual', 'quarter']);
+  });
+});