fix(sec): defer expected Company Facts lag without alerting

app/services/data_import.py

@@ -48,6 +48,7 @@ STATUS_RUNNING = "running"
 STATUS_VALIDATED = "validated"
 STATUS_PROMOTED = "promoted"
 STATUS_NO_OP = "no_op"
+STATUS_DEFERRED = "deferred"
 STATUS_FAILED = "failed"
 
 _MAX_ERROR_LEN = 4000
@@ -68,6 +69,9 @@ class ValidationResult:
     summary: dict[str, Any] = field(default_factory=dict)
     source_max_date: date | None = None
     messages: list[str] = field(default_factory=list)
+    # Expected source-side lag: retry next run without an operational alert.
+    # This is only meaningful when ok=False.
+    retryable: bool = False
 
 
 @runtime_checkable
@@ -208,9 +212,19 @@ async def run_import(
                 run.validation_json = json.dumps(result.summary, default=str)
 
                 if not result.ok:
-                    run.status = STATUS_FAILED
                     run.error_details = ("; ".join(result.messages))[:_MAX_ERROR_LEN]
                     run.completed_at = _now()
+                    if result.retryable:
+                        run.status = STATUS_DEFERRED
+                        await session.commit()
+                        logger.info(
+                            "data_import %s: deferred for retry: %s",
+                            source,
+                            result.messages,
+                        )
+                        return run
+
+                    run.status = STATUS_FAILED
                     await session.commit()
                     await _alert(session, source, "validation_failed", result.messages)
                     logger.warning(

app/services/sec_fundamentals_importer.py

@@ -413,6 +413,14 @@ class SecFundamentalsImporter:
             summary=summary,
             source_max_date=self._latest_index_date,
             messages=messages,
+            # Pure Company-Facts publication lag is expected and self-healing:
+            # keep the cursor in place and retry, but do not page operators. Any
+            # other missing reason or validation message remains a real failure.
+            retryable=(
+                len(messages) == 1
+                and bool(blocking)
+                and all(m.get("reason") == "not_in_companyfacts" for m in blocking)
+            ),
         )
 
     async def promote(self, db, staged: StagedFundamentals, run_id: int) -> dict[str, int]: