214 lines
8.0 KiB
TypeScript
214 lines
8.0 KiB
TypeScript
import { describe, expect, it } from 'bun:test';
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import {
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buildStatementTree,
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resolveStatementSelection
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} from '@/lib/financials/statement-view-model';
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import type { DetailFinancialRow, SurfaceFinancialRow } from '@/lib/types';
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function createSurfaceRow(input: Partial<SurfaceFinancialRow> & Pick<SurfaceFinancialRow, 'key' | 'label' | 'values'>): SurfaceFinancialRow {
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return {
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key: input.key,
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label: input.label,
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category: input.category ?? 'revenue',
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order: input.order ?? 10,
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unit: input.unit ?? 'currency',
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values: input.values,
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sourceConcepts: input.sourceConcepts ?? [input.key],
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sourceRowKeys: input.sourceRowKeys ?? [input.key],
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sourceFactIds: input.sourceFactIds ?? [1],
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formulaKey: input.formulaKey ?? null,
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hasDimensions: input.hasDimensions ?? false,
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resolvedSourceRowKeys: input.resolvedSourceRowKeys ?? Object.fromEntries(Object.keys(input.values).map((periodId) => [periodId, input.key])),
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statement: input.statement ?? 'income',
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detailCount: input.detailCount,
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resolutionMethod: input.resolutionMethod,
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confidence: input.confidence,
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warningCodes: input.warningCodes
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};
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}
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function createDetailRow(input: Partial<DetailFinancialRow> & Pick<DetailFinancialRow, 'key' | 'label' | 'parentSurfaceKey' | 'values'>): DetailFinancialRow {
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return {
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key: input.key,
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parentSurfaceKey: input.parentSurfaceKey,
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label: input.label,
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conceptKey: input.conceptKey ?? input.key,
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qname: input.qname ?? `us-gaap:${input.key}`,
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namespaceUri: input.namespaceUri ?? 'http://fasb.org/us-gaap/2024',
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localName: input.localName ?? input.key,
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unit: input.unit ?? 'USD',
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values: input.values,
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sourceFactIds: input.sourceFactIds ?? [100],
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isExtension: input.isExtension ?? false,
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dimensionsSummary: input.dimensionsSummary ?? [],
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residualFlag: input.residualFlag ?? false
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};
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}
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describe('statement view model', () => {
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const categories = [{ key: 'opex', label: 'Operating Expenses', count: 4 }];
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it('builds a root-only tree when there are no configured children or details', () => {
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const model = buildStatementTree({
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surfaceKind: 'income_statement',
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rows: [
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createSurfaceRow({ key: 'revenue', label: 'Revenue', category: 'revenue', values: { p1: 100 } })
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],
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statementDetails: null,
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categories: [],
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searchQuery: '',
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expandedRowKeys: new Set()
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});
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expect(model.sections).toHaveLength(1);
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expect(model.sections[0]?.nodes[0]).toMatchObject({
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kind: 'surface',
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row: { key: 'revenue' },
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expandable: false
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});
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});
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it('nests the operating expense child surfaces under the parent row', () => {
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const model = buildStatementTree({
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surfaceKind: 'income_statement',
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rows: [
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createSurfaceRow({ key: 'operating_expenses', label: 'Operating Expenses', category: 'opex', order: 10, values: { p1: 40 } }),
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createSurfaceRow({ key: 'selling_general_and_administrative', label: 'SG&A', category: 'opex', order: 20, values: { p1: 20 } }),
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createSurfaceRow({ key: 'research_and_development', label: 'Research Expense', category: 'opex', order: 30, values: { p1: 12 } }),
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createSurfaceRow({ key: 'other_operating_expense', label: 'Other Expense', category: 'opex', order: 40, values: { p1: 8 } })
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],
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statementDetails: null,
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categories,
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searchQuery: '',
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expandedRowKeys: new Set(['operating_expenses'])
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});
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const parent = model.sections[0]?.nodes[0];
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expect(parent?.kind).toBe('surface');
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const childKeys = parent?.kind === 'surface'
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? parent.children.map((node) => node.row.key)
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: [];
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expect(childKeys).toEqual([
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'selling_general_and_administrative',
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'research_and_development',
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'other_operating_expense'
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]);
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});
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it('nests raw detail rows under the matching child surface row', () => {
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const model = buildStatementTree({
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surfaceKind: 'income_statement',
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rows: [
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createSurfaceRow({ key: 'operating_expenses', label: 'Operating Expenses', category: 'opex', order: 10, values: { p1: 40 } }),
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createSurfaceRow({ key: 'selling_general_and_administrative', label: 'SG&A', category: 'opex', order: 20, values: { p1: 20 } })
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],
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statementDetails: {
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selling_general_and_administrative: [
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createDetailRow({ key: 'corporate_sga', label: 'Corporate SG&A', parentSurfaceKey: 'selling_general_and_administrative', values: { p1: 20 } })
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]
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},
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categories,
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searchQuery: '',
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expandedRowKeys: new Set(['operating_expenses', 'selling_general_and_administrative'])
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});
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const child = model.sections[0]?.nodes[0];
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expect(child?.kind).toBe('surface');
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const sgaNode = child?.kind === 'surface' ? child.children[0] : null;
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expect(sgaNode?.kind).toBe('surface');
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const detailNode = sgaNode?.kind === 'surface' ? sgaNode.children[0] : null;
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expect(detailNode).toMatchObject({
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kind: 'detail',
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row: { key: 'corporate_sga' }
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});
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});
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it('auto-expands the parent chain when search matches a child surface or detail row', () => {
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const rows = [
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createSurfaceRow({ key: 'operating_expenses', label: 'Operating Expenses', category: 'opex', order: 10, values: { p1: 40 } }),
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createSurfaceRow({ key: 'research_and_development', label: 'Research Expense', category: 'opex', order: 20, values: { p1: 12 } })
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];
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const childSearch = buildStatementTree({
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surfaceKind: 'income_statement',
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rows,
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statementDetails: null,
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categories,
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searchQuery: 'research',
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expandedRowKeys: new Set()
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});
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expect(childSearch.autoExpandedKeys.has('operating_expenses')).toBe(true);
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expect(childSearch.sections[0]?.nodes[0]?.kind === 'surface' && childSearch.sections[0]?.nodes[0].expanded).toBe(true);
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const detailSearch = buildStatementTree({
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surfaceKind: 'income_statement',
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rows,
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statementDetails: {
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research_and_development: [
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createDetailRow({ key: 'ai_lab_expense', label: 'AI Lab Expense', parentSurfaceKey: 'research_and_development', values: { p1: 12 } })
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]
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},
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categories,
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searchQuery: 'ai lab',
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expandedRowKeys: new Set()
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});
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const parent = detailSearch.sections[0]?.nodes[0];
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const child = parent?.kind === 'surface' ? parent.children[0] : null;
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expect(parent?.kind === 'surface' && parent.expanded).toBe(true);
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expect(child?.kind === 'surface' && child.expanded).toBe(true);
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});
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it('keeps not meaningful rows visible and resolves selections for surface and detail nodes', () => {
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const rows = [
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createSurfaceRow({
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key: 'gross_profit',
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label: 'Gross Profit',
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category: 'profit',
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values: { p1: null },
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resolutionMethod: 'not_meaningful',
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warningCodes: ['gross_profit_not_meaningful_bank_pack']
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})
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];
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const details = {
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gross_profit: [
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createDetailRow({ key: 'gp_unmapped', label: 'Gross Profit residual', parentSurfaceKey: 'gross_profit', values: { p1: null }, residualFlag: true })
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]
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};
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const model = buildStatementTree({
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surfaceKind: 'income_statement',
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rows,
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statementDetails: details,
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categories: [],
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searchQuery: '',
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expandedRowKeys: new Set(['gross_profit'])
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});
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expect(model.sections[0]?.nodes[0]).toMatchObject({
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kind: 'surface',
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row: { key: 'gross_profit', resolutionMethod: 'not_meaningful' }
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});
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const surfaceSelection = resolveStatementSelection({
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surfaceKind: 'income_statement',
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rows,
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statementDetails: details,
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selection: { kind: 'surface', key: 'gross_profit' }
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});
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expect(surfaceSelection?.kind).toBe('surface');
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const detailSelection = resolveStatementSelection({
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surfaceKind: 'income_statement',
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rows,
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statementDetails: details,
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selection: { kind: 'detail', key: 'gp_unmapped', parentKey: 'gross_profit' }
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});
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expect(detailSelection).toMatchObject({
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kind: 'detail',
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row: { key: 'gp_unmapped', residualFlag: true }
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});
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});
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});
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