francy51
17de3dd72d
- add 3Y/5Y/10Y financial history filtering and reorganize normalization details UI - add new fiscal taxonomy surface/income bridge/KPI packs and update Rust taxonomy loading - auto-detect Homebrew SQLite for native `sqlite-vec` in local dev/e2e with docs and env guidance
121 lines
3.2 KiB
TypeScript
121 lines
3.2 KiB
TypeScript
import { describe, expect, it } from "vitest";
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import {
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filterPeriodsByHistoryWindow,
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financialHistoryLimit,
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} from "@/lib/financials/history-window";
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import type { FinancialStatementPeriod } from "@/lib/types";
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function createPeriod(year: number, month = 12, day = 31) {
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const suffix = `${year}-${String(month).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
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return {
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id: suffix,
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filingId: year,
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accessionNumber: `0000-${year}`,
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filingDate: `${year + 1}-02-01`,
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periodStart: `${year}-01-01`,
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periodEnd: suffix,
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filingType: "10-K",
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periodLabel: `FY ${year}`,
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} satisfies FinancialStatementPeriod;
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}
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describe("financialHistoryLimit", () => {
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it("scales fetch size for annual and ltm cadences", () => {
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expect(financialHistoryLimit("annual", 3)).toBe(5);
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expect(financialHistoryLimit("ltm", 10)).toBe(12);
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});
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it("fetches a buffered number of quarterly periods", () => {
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expect(financialHistoryLimit("quarterly", 3)).toBe(16);
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expect(financialHistoryLimit("quarterly", 5)).toBe(24);
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expect(financialHistoryLimit("quarterly", 10)).toBe(44);
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});
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});
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describe("filterPeriodsByHistoryWindow", () => {
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it("keeps the latest three annual periods", () => {
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const periods = [
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createPeriod(2018),
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createPeriod(2019),
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createPeriod(2020),
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createPeriod(2021),
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createPeriod(2022),
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createPeriod(2023),
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createPeriod(2024),
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];
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expect(
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filterPeriodsByHistoryWindow(periods, "annual", 3).map(
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(period) => period.id,
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),
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).toEqual(["2022-12-31", "2023-12-31", "2024-12-31"]);
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});
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it("keeps the exact trailing annual count for longer windows", () => {
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const periods = Array.from({ length: 12 }, (_, index) =>
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createPeriod(2013 + index),
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);
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expect(
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filterPeriodsByHistoryWindow(periods, "annual", 10).map(
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(period) => period.id,
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),
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).toEqual([
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"2015-12-31",
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"2016-12-31",
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"2017-12-31",
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"2018-12-31",
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"2019-12-31",
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"2020-12-31",
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"2021-12-31",
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"2022-12-31",
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"2023-12-31",
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"2024-12-31",
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]);
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});
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it("keeps the exact trailing quarterly count", () => {
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const periods = [
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createPeriod(2022, 3, 31),
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createPeriod(2022, 6, 30),
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createPeriod(2022, 9, 30),
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createPeriod(2022, 12, 31),
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createPeriod(2023, 3, 31),
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createPeriod(2023, 6, 30),
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createPeriod(2023, 9, 30),
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createPeriod(2023, 12, 31),
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createPeriod(2024, 3, 31),
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createPeriod(2024, 6, 30),
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createPeriod(2024, 9, 30),
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createPeriod(2024, 12, 31),
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createPeriod(2025, 3, 31),
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];
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expect(
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filterPeriodsByHistoryWindow(periods, "quarterly", 3).map(
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(period) => period.id,
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),
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).toEqual([
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"2022-06-30",
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"2022-09-30",
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"2022-12-31",
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"2023-03-31",
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"2023-06-30",
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"2023-09-30",
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"2023-12-31",
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"2024-03-31",
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"2024-06-30",
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"2024-09-30",
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"2024-12-31",
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"2025-03-31",
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]);
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});
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it("returns all periods when the list is shorter than the requested window", () => {
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const periods = [createPeriod(2024)];
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expect(filterPeriodsByHistoryWindow(periods, "annual", 5)).toEqual(periods);
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});
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});
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