Neon-Desk/lib/financials/page-merge.test.ts

import { describe, expect, it } from 'bun:test';
import { __financialPageMergeInternals } from './page-merge';
import type { CompanyFinancialStatementsResponse } from '@/lib/types';

function createResponse(partial: Partial<CompanyFinancialStatementsResponse>): CompanyFinancialStatementsResponse {
  return {
    company: {
      ticker: 'MSFT',
      companyName: 'Microsoft Corporation',
      cik: null
    },
    surfaceKind: 'income_statement',
    cadence: 'annual',
    displayModes: ['standardized', 'faithful'],
    defaultDisplayMode: 'standardized',
    periods: [],
    statementRows: {
      faithful: [],
      standardized: []
    },
    statementDetails: null,
    ratioRows: null,
    kpiRows: null,
    trendSeries: [],
    categories: [],
    availability: {
      adjusted: false,
      customMetrics: false
    },
    nextCursor: null,
    facts: null,
    coverage: {
      filings: 0,
      rows: 0,
      dimensions: 0,
      facts: 0
    },
    dataSourceStatus: {
      enabled: true,
      hydratedFilings: 0,
      partialFilings: 0,
      failedFilings: 0,
      pendingFilings: 0,
      queuedSync: false
    },
    metrics: {
      taxonomy: null,
      validation: null
    },
    normalization: {
      parserEngine: 'fiscal-xbrl',
      regime: 'us-gaap',
      fiscalPack: 'core',
      parserVersion: '0.1.0',
      surfaceRowCount: 0,
      detailRowCount: 0,
      kpiRowCount: 0,
      unmappedRowCount: 0,
      materialUnmappedRowCount: 0,
      warnings: []
    },
    dimensionBreakdown: null,
    ...partial
  };
}

describe('financial page merge helpers', () => {
  it('merges detail maps safely when legacy detail rows are missing arrays', () => {
    const merged = __financialPageMergeInternals.mergeDetailMaps(
      {
        revenue: [{
          key: 'detail',
          parentSurfaceKey: 'revenue',
          label: 'Detail',
          conceptKey: 'detail',
          qname: 'us-gaap:Detail',
          namespaceUri: 'http://fasb.org/us-gaap/2024',
          localName: 'Detail',
          unit: 'iso4217:USD',
          values: { p1: 1 },
          sourceFactIds: undefined,
          isExtension: false,
          dimensionsSummary: undefined,
          residualFlag: false
        } as never]
      },
      {
        revenue: [{
          key: 'detail',
          parentSurfaceKey: 'revenue',
          label: 'Detail',
          conceptKey: 'detail',
          qname: 'us-gaap:Detail',
          namespaceUri: 'http://fasb.org/us-gaap/2024',
          localName: 'Detail',
          unit: 'iso4217:USD',
          values: { p2: 2 },
          sourceFactIds: [2],
          isExtension: false,
          dimensionsSummary: ['region:americas'],
          residualFlag: false
        }]
      }
    );

    expect(merged?.revenue?.[0]).toMatchObject({
      values: { p1: 1, p2: 2 },
      sourceFactIds: [2],
      dimensionsSummary: ['region:americas']
    });
  });

  it('merges paged financial responses safely when row arrays are partially missing', () => {
    const base = createResponse({
      periods: [{
        id: 'p1',
        filingId: 1,
        accessionNumber: '0001',
        filingDate: '2025-01-01',
        periodStart: '2024-01-01',
        periodEnd: '2024-12-31',
        filingType: '10-K',
        periodLabel: 'FY 2024'
      }],
      statementRows: {
        faithful: undefined as never,
        standardized: [{
          key: 'revenue',
          label: 'Revenue',
          category: 'revenue',
          order: 10,
          unit: 'currency',
          values: { p1: 1 },
          sourceConcepts: [],
          sourceRowKeys: [],
          sourceFactIds: [],
          formulaKey: null,
          hasDimensions: false,
          resolvedSourceRowKeys: { p1: 'revenue' }
        }]
      }
    });
    const next = createResponse({
      periods: [{
        id: 'p2',
        filingId: 2,
        accessionNumber: '0002',
        filingDate: '2026-01-01',
        periodStart: '2025-01-01',
        periodEnd: '2025-12-31',
        filingType: '10-K',
        periodLabel: 'FY 2025'
      }],
      statementRows: {
        faithful: [{
          key: 'rev',
          label: 'Revenue',
          conceptKey: 'rev',
          qname: 'us-gaap:Revenue',
          namespaceUri: 'http://fasb.org/us-gaap/2024',
          localName: 'Revenue',
          isExtension: false,
          statement: 'income',
          roleUri: 'income',
          order: 10,
          depth: 0,
          parentKey: null,
          values: { p2: 2 },
          units: { p2: 'iso4217:USD' },
          hasDimensions: false,
          sourceFactIds: []
        }],
        standardized: undefined as never
      }
    });

    const merged = __financialPageMergeInternals.mergeFinancialPages(base, next);

    expect(merged.periods.map((period) => period.id)).toEqual(['p1', 'p2']);
    expect(merged.statementRows).toMatchObject({
      faithful: [{ key: 'rev' }],
      standardized: [{ key: 'revenue', values: { p1: 1 } }]
    });
  });
});