francy51
db01f207a5
- Add bundled financial modeling pipeline (ratios, KPI dimensions/notes, trend series, standardization) - Introduce company financial bundles storage (Drizzle migration + repo wiring) - Refactor financials page/API/query flow to use surfaceKind + cadence and new response shapes
82 lines
3.5 KiB
TypeScript
82 lines
3.5 KiB
TypeScript
import { describe, expect, it } from 'bun:test';
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import type {
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FinancialCadence,
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FinancialStatementPeriod,
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StandardizedFinancialRow
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} from '@/lib/types';
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import { buildRatioRows } from './ratios';
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function createPeriod(id: string, filingId: number, filingDate: string, periodEnd: string): FinancialStatementPeriod {
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return {
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id,
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filingId,
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accessionNumber: `0000-${filingId}`,
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filingDate,
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periodStart: '2025-01-01',
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periodEnd,
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filingType: '10-Q',
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periodLabel: id
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};
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}
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function createRow(key: string, values: Record<string, number | null>): StandardizedFinancialRow {
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return {
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key,
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label: key,
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category: 'test',
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order: 10,
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unit: 'currency',
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values,
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sourceConcepts: [`us-gaap:${key}`],
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sourceRowKeys: [key],
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sourceFactIds: [1],
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formulaKey: null,
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hasDimensions: false,
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resolvedSourceRowKeys: Object.fromEntries(Object.keys(values).map((periodId) => [periodId, key]))
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};
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}
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describe('ratio engine', () => {
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it('nulls valuation ratios when price data is unavailable', () => {
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const periods = [createPeriod('2025-q4', 1, '2026-01-31', '2025-12-31')];
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const rows = {
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income: [createRow('revenue', { '2025-q4': 100 }), createRow('diluted_eps', { '2025-q4': 2 }), createRow('ebitda', { '2025-q4': 20 }), createRow('net_income', { '2025-q4': 10 })],
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balance: [createRow('total_equity', { '2025-q4': 50 }), createRow('total_debt', { '2025-q4': 30 }), createRow('cash_and_equivalents', { '2025-q4': 5 }), createRow('short_term_investments', { '2025-q4': 5 }), createRow('diluted_shares', { '2025-q4': 10 })],
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cashFlow: [createRow('free_cash_flow', { '2025-q4': 12 })]
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};
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const ratioRows = buildRatioRows({
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periods,
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cadence: 'quarterly' satisfies FinancialCadence,
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rows,
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pricesByPeriodId: { '2025-q4': null }
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});
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expect(ratioRows.find((row) => row.key === 'market_cap')?.values['2025-q4']).toBeNull();
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expect(ratioRows.find((row) => row.key === 'price_to_earnings')?.values['2025-q4']).toBeNull();
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expect(ratioRows.find((row) => row.key === 'ev_to_sales')?.values['2025-q4']).toBeNull();
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});
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it('nulls ratios on zero denominators', () => {
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const periods = [
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createPeriod('2024-q4', 1, '2025-01-31', '2024-12-31'),
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createPeriod('2025-q4', 2, '2026-01-31', '2025-12-31')
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];
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const rows = {
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income: [createRow('net_income', { '2024-q4': 5, '2025-q4': 10 }), createRow('revenue', { '2024-q4': 100, '2025-q4': 120 }), createRow('diluted_eps', { '2024-q4': 1, '2025-q4': 2 }), createRow('ebitda', { '2024-q4': 10, '2025-q4': 12 })],
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balance: [createRow('total_equity', { '2024-q4': 0, '2025-q4': 0 }), createRow('total_assets', { '2024-q4': 50, '2025-q4': 60 }), createRow('total_debt', { '2024-q4': 20, '2025-q4': 25 }), createRow('cash_and_equivalents', { '2024-q4': 2, '2025-q4': 3 }), createRow('short_term_investments', { '2024-q4': 1, '2025-q4': 1 }), createRow('current_assets', { '2024-q4': 10, '2025-q4': 12 }), createRow('current_liabilities', { '2024-q4': 0, '2025-q4': 0 }), createRow('diluted_shares', { '2024-q4': 10, '2025-q4': 10 })],
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cashFlow: [createRow('free_cash_flow', { '2024-q4': 6, '2025-q4': 7 })]
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};
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const ratioRows = buildRatioRows({
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periods,
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cadence: 'quarterly',
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rows,
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pricesByPeriodId: { '2024-q4': 10, '2025-q4': 12 }
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});
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expect(ratioRows.find((row) => row.key === 'debt_to_equity')?.values['2025-q4']).toBeNull();
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expect(ratioRows.find((row) => row.key === 'current_ratio')?.values['2025-q4']).toBeNull();
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});
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});
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