mirror of
https://github.com/shawnkim1997/All-in-one-Financial-Analysis.git
synced 2026-08-14 10:58:05 +00:00
shawnkim1997
e38ef038d4
- sec_parser detects 20-F filings and maps Item 3D/5/15/18 to the existing risk/MD&A/controls section keys - edgar router copy reads "annual filing" instead of "10-K" so the API surface covers both 10-K and 20-F - filings page renders a foreign-issuer section tab variant when the latest annual filing is a 20-F - New test_sec_parser covers the 20-F mapping plus regression on the original 10-K paths
57 lines
2.4 KiB
Python
57 lines
2.4 KiB
Python
from pathlib import Path
|
|
|
|
from server.services import sec_parser
|
|
|
|
|
|
def test_download_and_extract_all_items_with_form_falls_back_to_20f(monkeypatch) -> None:
|
|
calls: list[str] = []
|
|
saved_meta: dict[str, str] = {}
|
|
|
|
class FakeDownloader:
|
|
def __init__(self, *_args, **_kwargs) -> None:
|
|
pass
|
|
|
|
def get(self, form_type: str, ticker: str, limit: int = 1, download_details: bool = True) -> None:
|
|
calls.append(form_type)
|
|
|
|
def fake_find_downloaded_filing_path(_download_root: Path, _ticker: str, form_type: str):
|
|
if form_type == "20-F":
|
|
return Path("/tmp/nio-20f")
|
|
return None
|
|
|
|
def fake_get_main_text(_filing_dir: Path) -> str:
|
|
return "\n".join(
|
|
[
|
|
"Item 3.D Risk Factors",
|
|
"Battery supply and geopolitical risks remain material.",
|
|
"Item 5. Operating and Financial Review and Prospects",
|
|
"Management discusses margin recovery and delivery outlook.",
|
|
"Item 15. Controls and Procedures",
|
|
"Disclosure controls were effective.",
|
|
"Item 18. Financial Statements",
|
|
"Consolidated financial statements follow.",
|
|
]
|
|
)
|
|
|
|
monkeypatch.setattr(sec_parser, "_get_edgar_downloader", lambda: FakeDownloader)
|
|
monkeypatch.setattr(sec_parser, "find_downloaded_filing_path", fake_find_downloaded_filing_path)
|
|
monkeypatch.setattr(sec_parser, "get_main_10k_text", fake_get_main_text)
|
|
monkeypatch.setattr(sec_parser, "read_main_10k_html_raw", lambda _path: "<html><body>20-F filing</body></html>")
|
|
monkeypatch.setattr(sec_parser, "_save_10k_to_cache", lambda *_args, **_kwargs: None)
|
|
monkeypatch.setattr(sec_parser, "save_10k_html_slice", lambda *_args, **_kwargs: None)
|
|
monkeypatch.setattr(sec_parser, "prepare_native_html_fragment_from_10k_raw", lambda raw_html: raw_html)
|
|
monkeypatch.setattr(
|
|
sec_parser,
|
|
"_save_filing_meta_to_cache",
|
|
lambda _ticker, filing_form: saved_meta.update({"filing_form": filing_form}),
|
|
)
|
|
|
|
sections, filing_form = sec_parser.download_and_extract_all_items_with_form("NIO", "test@example.com")
|
|
|
|
assert calls[:2] == ["10-K", "20-F"]
|
|
assert filing_form == "20-F"
|
|
assert saved_meta["filing_form"] == "20-F"
|
|
assert "Battery supply" in sections["item1a"]
|
|
assert "margin recovery" in sections["item7"]
|
|
assert "financial statements" in sections["item8"].lower()
|