phase 4-5: peer matrix and earnings delta

atlas-terminal/tests/test_earnings_transcripts.py

@@ -0,0 +1,43 @@
+"""Tests for earnings transcript delta analysis."""
+
+from datetime import date
+
+from server.services.earnings_transcripts import Transcript, compute_delta, default_quarter_pair, tokenize_and_normalize
+
+
+def test_default_quarter_pair_uses_completed_quarter() -> None:
+    current, previous = default_quarter_pair(date(2026, 4, 21))
+
+    assert current == (2026, 1)
+    assert previous == (2025, 4)
+
+
+def test_tokenize_and_normalize_removes_common_call_words() -> None:
+    tokens = tokenize_and_normalize("Thank you operator. Sovereign AI demand was strong, strong, strong.")
+
+    assert "thank" not in tokens
+    assert "operator" not in tokens
+    assert "sovereign" in tokens
+    assert tokens.count("strong") == 3
+
+
+def test_compute_delta_surfaces_new_removed_and_emphasis_phrases() -> None:
+    previous = Transcript(
+        ticker="NVDA",
+        year=2025,
+        quarter=4,
+        content="inventory correction inventory correction gaming demand gaming demand data center",
+    )
+    current = Transcript(
+        ticker="NVDA",
+        year=2026,
+        quarter=1,
+        content="sovereign AI sovereign AI AI infrastructure AI infrastructure data center data center data center",
+    )
+
+    delta = compute_delta(current, previous)
+
+    assert delta["available"] is True
+    assert any(row["phrase"] == "sovereign ai" for row in delta["new_phrases"])
+    assert any(row["phrase"] == "inventory correction" for row in delta["removed_phrases"])
+    assert any(row["phrase"] == "data center" for row in delta["emphasis_shift"])